INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $270 | +8.4% | 7,386 | +13.6% | 0.00% | 0.0% |
Q2 2023 | $249 | -40.6% | 6,501 | -43.2% | 0.00% | -50.0% |
Q1 2023 | $419 | 0.0% | 11,441 | -0.2% | 0.00% | 0.0% |
Q4 2022 | $419 | -99.9% | 11,461 | -29.1% | 0.00% | -33.3% |
Q3 2022 | $522,000 | -6.3% | 16,155 | +0.1% | 0.00% | 0.0% |
Q2 2022 | $557,000 | -10.0% | 16,131 | +0.2% | 0.00% | -25.0% |
Q1 2022 | $619,000 | – | 16,105 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Atlas Private Wealth Advisors | 937,671 | $34,253,076 | 6.48% |
Flaharty Asset Management, LLC | 749,064 | $27,363,316 | 4.58% |
Capital Advisory Group Advisory Services, LLC | 49,357 | $1,803,011 | 1.02% |
EUDAIMONIA ADVISORS LLC | 39,166 | $1,430,734 | 1.00% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 423,799 | $15,481,394 | 0.54% |
Golden State Equity Partners | 48,115 | $1,757,641 | 0.49% |
Bond & Devick Financial Network, Inc. | 13,020 | $475,621 | 0.31% |
Institute for Wealth Management, LLC. | 40,610 | $1,483,473 | 0.27% |
Aspire Wealth Management Corp | 8,504 | $310,637 | 0.24% |
StrategIQ Financial Group, LLC | 54,269 | $1,982,457 | 0.23% |