Clearstead Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 189 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$32,332
+92.0%
980
+900.0%
0.00%0.0%
Q2 2023$16,840
+4.4%
980.0%0.00%0.0%
Q1 2023$16,123
-47.5%
98
-49.5%
0.00%
-50.0%
Q4 2022$30,732
+9.8%
1940.0%0.00%
-33.3%
Q3 2022$28,000
+3.7%
194
+9.0%
0.00%
+50.0%
Q2 2022$27,000
+575.0%
178
+747.6%
0.00%
Q1 2022$4,0000.0%210.0%0.00%
Q4 2021$4,0000.0%210.0%0.00%
Q3 2021$4,0000.0%210.0%0.00%
Q2 2021$4,0000.0%210.0%0.00%
Q1 2021$4,0000.0%21
-16.0%
0.00%
Q4 2020$4,0000.0%25
-16.7%
0.00%
Q3 2020$4,000
+33.3%
300.0%0.00%
Q2 2020$3,000300.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2021
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 156,022$25,668,7664.73%
Johnson & White Wealth Management, LLC 27,289$4,4904.00%
Three Bridge Wealth Advisors, LLC 37,631$6,190,9992.87%
Waverly Advisors, LLC 301,770$49,647,1392.59%
Arlington Financial Advisors, LLC 39,227$6,453,6652.49%
Sound Stewardship, LLC 17,675$2,907,8331.96%
Resource Planning Group 10,225$1,682,1651.37%
Callan Capital, LLC 68,036$11,193,2631.30%
Charles Schwab Investment Advisory, Inc. 4,176,965$687,194,3011.10%
Verum Partners LLC 4,809$791,2180.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders