INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 120 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,723 | -40.3% | 3,031 | -37.5% | 0.00% | – |
| Q2 2023 | $185,530 | +4.5% | 4,853 | 0.0% | 0.00% | – |
| Q1 2023 | $177,620 | +0.2% | 4,853 | 0.0% | 0.00% | – |
| Q4 2022 | $177,232 | +80.8% | 4,853 | +60.1% | 0.00% | – |
| Q3 2022 | $98,000 | -5.8% | 3,031 | 0.0% | 0.00% | – |
| Q2 2022 | $104,000 | -11.9% | 3,031 | -2.0% | 0.00% | – |
| Q1 2022 | $118,000 | -2.5% | 3,093 | +2.0% | 0.00% | – |
| Q4 2021 | $121,000 | +17.5% | 3,031 | +5.6% | 0.00% | – |
| Q3 2021 | $103,000 | -1.0% | 2,871 | 0.0% | 0.00% | – |
| Q2 2021 | $104,000 | -58.6% | 2,871 | -60.4% | 0.00% | – |
| Q1 2021 | $251,000 | +5.0% | 7,249 | 0.0% | 0.00% | – |
| Q4 2020 | $239,000 | +5.3% | 7,249 | -3.3% | 0.00% | – |
| Q3 2020 | $227,000 | -21.7% | 7,499 | -27.1% | 0.00% | – |
| Q2 2020 | $290,000 | +27.8% | 10,285 | +11.5% | 0.00% | – |
| Q1 2020 | $227,000 | -18.6% | 9,222 | +1.7% | 0.00% | – |
| Q4 2019 | $279,000 | +17.7% | 9,064 | +13.3% | 0.00% | – |
| Q3 2019 | $237,000 | +12.9% | 7,998 | +9.3% | 0.00% | – |
| Q2 2019 | $210,000 | +29.6% | 7,318 | +24.7% | 0.00% | – |
| Q1 2019 | $162,000 | -2.4% | 5,867 | -12.7% | 0.00% | – |
| Q4 2018 | $166,000 | -11.2% | 6,719 | -1.0% | 0.00% | – |
| Q3 2018 | $187,000 | -6.5% | 6,786 | -13.1% | 0.00% | – |
| Q2 2018 | $200,000 | – | 7,806 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 337,438 | $12,323,224 | 6.56% |
| Flaharty Asset Management, LLC | 669,341 | $24,444,344 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 48,722 | $1,779,327 | 1.21% |
| EUDAIMONIA ADVISORS LLC | 37,980 | $1,387,030 | 0.94% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 399,765 | $14,599,430 | 0.55% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,490 | 0.34% |
| Institute for Wealth Management, LLC. | 40,725 | $1,487,266 | 0.31% |
| Aspire Wealth Management Corp | 8,456 | $308,801 | 0.27% |
| Strategies Wealth Advisors, LLC | 24,327 | $888,418 | 0.22% |
| StrategIQ Financial Group, LLC | 48,971 | $1,788,431 | 0.21% |