INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321 | -11.1% | 16,751 | -10.8% | 0.00% | 0.0% |
| Q2 2023 | $361 | -3.2% | 18,769 | +0.3% | 0.00% | -50.0% |
| Q1 2023 | $373 | -9.2% | 18,721 | -5.8% | 0.00% | 0.0% |
| Q4 2022 | $411 | -99.9% | 19,876 | -32.2% | 0.00% | -33.3% |
| Q3 2022 | $545,000 | -48.9% | 29,331 | -43.5% | 0.00% | -57.1% |
| Q2 2022 | $1,066,000 | -31.8% | 51,871 | -27.6% | 0.01% | -22.2% |
| Q1 2022 | $1,563,000 | -1.2% | 71,597 | -4.7% | 0.01% | -10.0% |
| Q4 2021 | $1,582,000 | +3.4% | 75,124 | -2.7% | 0.01% | -9.1% |
| Q3 2021 | $1,530,000 | +5.5% | 77,238 | +10.1% | 0.01% | 0.0% |
| Q2 2021 | $1,450,000 | +60.2% | 70,148 | +57.0% | 0.01% | +37.5% |
| Q1 2021 | $905,000 | – | 44,683 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 759,647 | $14,577,631 | 2.30% |
| Provident Wealth Management, LLC | 169,798 | $3,258,417 | 1.58% |
| Cresta Advisors, Ltd. | 98,786 | $1,895,704 | 1.47% |
| Capital Advisory Group Advisory Services, LLC | 126,727 | $2,431,891 | 1.38% |
| Salomon & Ludwin, LLC | 585,195 | $11,229,883 | 1.17% |
| Investors Research Corp | 222,998 | $4,279,332 | 1.12% |
| Brick & Kyle, Associates | 89,587 | $1,719 | 0.91% |
| Fulcrum Equity Management | 28,013 | $537,569 | 0.63% |
| Capital Advisors, Ltd. LLC | 194,243 | $3,728 | 0.57% |
| BARRETT & COMPANY, INC. | 46,189 | $886,369 | 0.52% |