INVESCO EXCHANGE TRADED FD T's ticker is CZA and the CUSIP is 46137Y401.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,033,312 | -6.5% | 12,130 | -2.1% | 0.90% | -8.0% |
| Q2 2023 | $1,105,603 | +6.9% | 12,388 | +4.6% | 0.98% | -1.1% |
| Q1 2023 | $1,034,107 | -21.7% | 11,845 | -20.3% | 0.99% | -28.8% |
| Q4 2022 | $1,320,588 | +11.2% | 14,856 | -0.0% | 1.39% | +7.3% |
| Q3 2022 | $1,188,000 | -8.7% | 14,861 | -4.2% | 1.30% | -5.5% |
| Q2 2022 | $1,301,000 | -16.7% | 15,516 | -5.5% | 1.37% | -7.6% |
| Q1 2022 | $1,561,000 | +9.3% | 16,423 | +10.5% | 1.48% | +7.7% |
| Q4 2021 | $1,428,000 | – | 14,859 | – | 1.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colonial River Wealth Management, LLC | 43,186 | $3,637,000 | 2.94% |
| HERITAGE WEALTH MANAGEMENT, LLC | 25,393 | $2,138,000 | 1.20% |
| Rodgers & Associates, LTD | 59,432 | $5,005,000 | 0.85% |
| Well Done, LLC | 17,203 | $1,449,000 | 0.33% |
| Domani Wealth, LLC | 13,430 | $1,131,000 | 0.22% |
| NWAM LLC | 19,425 | $1,636,000 | 0.16% |
| TSFG, LLC | 2,379 | $200,000 | 0.10% |
| EP Wealth Advisors, LLC | 29,374 | $2,474,000 | 0.08% |
| McClarren Financial Advisors, Inc. | 912 | $77,000 | 0.07% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,993 | $252,000 | 0.07% |