Clearstead Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 306 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$27,336
+88.6%
514
+100.0%
0.00%0.0%
Q2 2023$14,493
+5.7%
2570.0%0.00%0.0%
Q1 2023$13,711
+3.5%
2570.0%0.00%0.0%
Q4 2022$13,246
+10.4%
2570.0%0.00%0.0%
Q3 2022$12,0000.0%2570.0%0.00%0.0%
Q2 2022$12,000
-14.3%
2570.0%0.00%0.0%
Q1 2022$14,000
-12.5%
2570.0%0.00%0.0%
Q4 2021$16,000
+14.3%
2570.0%0.00%0.0%
Q3 2021$14,000
+27.3%
257
+28.5%
0.00%0.0%
Q2 2021$11,000
+10.0%
2000.0%0.00%0.0%
Q1 2021$10,000
+11.1%
2000.0%0.00%0.0%
Q4 2020$9,000
+12.5%
2000.0%0.00%0.0%
Q3 2020$8,000
+14.3%
2000.0%0.00%0.0%
Q2 2020$7,000
+16.7%
2000.0%0.00%0.0%
Q1 2020$6,0002000.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 181,197$9,666,8297.48%
Polianta Ltd 221,600$11,8225.41%
Eaton Financial Holdings Company, LLC 52,782$2,815,9092.20%
THEORY FINANCIAL LLC 68,724$3,666,4252.20%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 151,368$8,073,9331.79%
Raab & Moskowitz Asset Management LLC 61,874$3,300,9601.20%
Hamilton Wealth, LLC 63,250$3,374,3881.19%
Bedell Frazier Investment Counselling, LLC 68,927$3,677,2561.08%
O'ROURKE & COMPANY, Inc 25,799$1,3761.05%
Verity Asset Management, Inc. 31,944$1,704,2121.02%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders