Montz Harcus Wealth Management LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 419 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Montz Harcus Wealth Management LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$7,822,105
+0.4%
245,824
+416.2%
6.68%
+3.6%
Q2 2023$7,793,118
+8.0%
47,621
+3.5%
6.45%
-3.3%
Q1 2023$7,213,442
+0.3%
46,010
-0.7%
6.66%
-6.5%
Q4 2022$7,190,462
+15.2%
46,345
+3.1%
7.13%
+3.7%
Q3 2022$6,240,000
-5.0%
44,969
+1.5%
6.87%
-0.7%
Q2 2022$6,568,000
-9.0%
44,318
+4.9%
6.92%
+6.9%
Q1 2022$7,221,000
+4.5%
42,263
+5.1%
6.48%
+7.1%
Q4 2021$6,908,00040,2306.05%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 125,487$21,441,00017.37%
McIlrath & Eck, LLC 289,780$49,512,00014.32%
Waverly Advisors, LLC 973,283$166,295,00014.06%
Arbor Investment Advisors, LLC 421,589$72,033,00013.74%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 75,166$12,843,00010.91%
Solitude Financial Services 86,223$14,732,0009.21%
Baystate Wealth Management LLC 571,571$97,659,0008.62%
RFG Advisory, LLC 754,098$128,845,0008.22%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,200$39,674,0007.18%
Detalus Advisors, LLC 76,756$13,115,0006.91%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders