INVESCO EXCHANGE TRADED FD T's ticker is PPA and the CUSIP is 46137V100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,840 | -5.5% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $67,576 | +19.8% | 800 | +14.3% | 0.00% | – |
| Q1 2023 | $56,385 | +2.7% | 700 | 0.0% | 0.00% | – |
| Q4 2022 | $54,880 | +22.0% | 700 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -21.1% | 700 | -13.5% | 0.00% | – |
| Q2 2022 | $57,000 | -9.5% | 809 | 0.0% | 0.00% | – |
| Q1 2022 | $63,000 | – | 809 | +20125.0% | 0.00% | – |
| Q4 2021 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 4 | -99.5% | 0.00% | – |
| Q3 2020 | $45,000 | +32.4% | 800 | +58.1% | 0.00% | – |
| Q3 2019 | $34,000 | +3.0% | 506 | 0.0% | 0.00% | – |
| Q2 2019 | $33,000 | +13.8% | 506 | 0.0% | 0.00% | – |
| Q1 2019 | $29,000 | +16.0% | 506 | 0.0% | 0.00% | – |
| Q4 2018 | $25,000 | -19.4% | 506 | 0.0% | 0.00% | – |
| Q3 2018 | $31,000 | +10.7% | 506 | 0.0% | 0.00% | – |
| Q2 2018 | $28,000 | – | 506 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hollow Brook Wealth Management LLC | 68,240 | $3,748,000 | 2.96% |
| G&S Capital LLC | 58,651 | $3,221,000 | 2.46% |
| BECK CAPITAL MANAGEMENT, LLC | 72,646 | $3,990,000 | 1.93% |
| RiverFront Investment Group, LLC | 871,521 | $48,017,000 | 1.18% |
| Legacy Financial Strategies, LLC | 23,383 | $1,284,000 | 1.15% |
| PROFESSIONAL PLANNING | 11,394 | $625,000 | 0.99% |
| First Heartland Consultants, Inc. | 40,499 | $2,224,000 | 0.78% |
| PACIFIC SUN FINANCIAL CORP | 12,227 | $716,000 | 0.74% |
| BigSur Wealth Management LLC | 16,060 | $882,000 | 0.64% |
| Capital Investment Advisory Services, LLC | 14,106 | $775,000 | 0.39% |