INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,637 | -4.3% | 8,504 | +0.2% | 0.24% | -3.7% |
| Q2 2023 | $324,465 | +4.6% | 8,487 | +0.2% | 0.24% | -2.8% |
| Q1 2023 | $310,057 | +0.4% | 8,472 | +0.2% | 0.25% | -6.3% |
| Q4 2022 | $308,801 | +13.1% | 8,456 | +0.2% | 0.27% | +4.7% |
| Q3 2022 | $273,000 | -5.9% | 8,439 | +0.4% | 0.26% | -3.7% |
| Q2 2022 | $290,000 | -9.9% | 8,403 | +0.2% | 0.27% | +4.7% |
| Q1 2022 | $322,000 | -3.3% | 8,387 | +0.2% | 0.26% | -5.6% |
| Q4 2021 | $333,000 | – | 8,369 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 937,671 | $34,253,076 | 6.48% |
| Flaharty Asset Management, LLC | 749,064 | $27,363,316 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 49,357 | $1,803,011 | 1.02% |
| EUDAIMONIA ADVISORS LLC | 39,166 | $1,430,734 | 1.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 423,799 | $15,481,394 | 0.54% |
| Golden State Equity Partners | 48,115 | $1,757,641 | 0.49% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,621 | 0.31% |
| Institute for Wealth Management, LLC. | 40,610 | $1,483,473 | 0.27% |
| Aspire Wealth Management Corp | 8,504 | $310,637 | 0.24% |
| StrategIQ Financial Group, LLC | 54,269 | $1,982,457 | 0.23% |