INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,229 | -49.6% | 11,695 | -47.3% | 0.00% | – |
| Q2 2023 | $848,005 | -27.3% | 22,182 | -30.4% | 0.00% | – |
| Q1 2023 | $1,165,807 | -27.9% | 31,853 | -28.1% | 0.00% | -100.0% |
| Q4 2022 | $1,617,605 | -2.8% | 44,294 | -13.9% | 0.00% | 0.0% |
| Q3 2022 | $1,664,000 | +19.9% | 51,427 | +27.9% | 0.00% | – |
| Q2 2022 | $1,388,000 | +24.5% | 40,209 | +38.6% | 0.00% | – |
| Q1 2022 | $1,115,000 | -9.3% | 29,001 | -6.2% | 0.00% | – |
| Q4 2021 | $1,229,000 | +9.3% | 30,923 | -1.1% | 0.00% | – |
| Q3 2021 | $1,124,000 | -9.1% | 31,280 | -8.3% | 0.00% | – |
| Q2 2021 | $1,237,000 | -9.6% | 34,117 | -13.8% | 0.00% | -100.0% |
| Q1 2021 | $1,369,000 | -29.7% | 39,593 | -33.1% | 0.00% | 0.0% |
| Q4 2020 | $1,946,000 | +89.5% | 59,174 | +74.4% | 0.00% | – |
| Q3 2020 | $1,027,000 | +6.0% | 33,921 | -1.3% | 0.00% | – |
| Q2 2020 | $969,000 | +2.0% | 34,384 | -10.8% | 0.00% | -100.0% |
| Q1 2020 | $950,000 | – | 38,526 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Good Life Advisors, LLC | 300,128 | $10,793,000 | 1.47% |
| Hochman Cole Investment Advisors, Inc. | 59,976 | $2,157,000 | 0.84% |
| Capital Advisory Group Advisory Services, LLC | 41,794 | $1,503,000 | 0.54% |
| Bond & Devick Financial Network, Inc. | 15,523 | $558,000 | 0.46% |
| StrategIQ Financial Group, LLC | 51,005 | $1,834,000 | 0.36% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 203,501 | $7,324,000 | 0.36% |
| Flaharty Asset Management, LLC | 46,649 | $1,677,000 | 0.35% |
| Insight Advisors, LLC/ PA | 23,698 | $915,000 | 0.27% |
| Institute for Wealth Management, LLC. | 40,910 | $1,471,000 | 0.26% |
| Investors Financial Group, LLC | 10,324 | $371,000 | 0.20% |