WealthPlan Investment Management, LLC - INVESCO ACTIVELY MANAGED ETF ownership

INVESCO ACTIVELY MANAGED ETF's ticker is PHDG and the CUSIP is 46090A705. A total of 2 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of INVESCO ACTIVELY MANAGED ETF
ValueSharesWeighting
Q4 2023$4,478,251
+17.8%
130,828
+7.2%
0.72%
+6.7%
Q3 2023$3,802,116
+33.0%
122,032
+42.2%
0.67%
-21.1%
Q2 2023$2,857,951
-25.1%
85,799
-26.1%
0.85%
+29.7%
Q1 2023$3,814,127
-30.2%
116,037
-28.7%
0.66%
+72.0%
Q4 2022$5,463,823
+2.1%
162,856
+1.8%
0.38%
-2.3%
Q3 2022$5,350,000
-53.5%
159,999
-51.9%
0.39%
-51.1%
Q1 2022$11,513,000332,6500.80%
Other shareholders
INVESCO ACTIVELY MANAGED ETF shareholders Q4 2023
NameSharesValueWeighting ↓
First PREMIER Bank 438,770$14,316,0004.27%
Anson Capital, Inc. 100,473$3,278,0003.47%
January Capital Advisors LLC 116,466$3,800,0003.38%
WFA of San Diego, LLC 86,260$2,814,0002.41%
Beta Wealth Group, Inc. 90,330$2,948,0001.98%
PALLADIEM, LLC 23,033$752,0000.75%
Patten Group, Inc. 56,042$1,861,0000.60%
LCNB CORP 27,733$905,0000.47%
Darwin Wealth Management, LLC 63,765$2,201,0000.44%
CALTON & ASSOCIATES, INC. 24,362$794,0000.44%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders