WEATHERLY ASSET MANAGEMENT L. P. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 310 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,094,285
-5.7%
20,5770.0%0.13%
-3.0%
Q2 2023$1,160,338
+4.9%
20,577
-0.7%
0.14%
-5.6%
Q1 2023$1,105,786
+3.5%
20,7270.0%0.14%
-2.1%
Q4 2022$1,068,270
+7.6%
20,727
-4.5%
0.15%
+2.1%
Q3 2022$993,000
-4.7%
21,714
-3.6%
0.14%
-1.4%
Q2 2022$1,042,000
-12.8%
22,5340.0%0.14%
+3.6%
Q1 2022$1,195,000
-12.8%
22,5340.0%0.14%
-7.9%
Q4 2021$1,371,000
+11.2%
22,5340.0%0.15%
+1.3%
Q3 2021$1,233,000
+0.9%
22,534
-1.3%
0.15%
-2.6%
Q2 2021$1,222,000
+8.5%
22,834
+0.2%
0.15%
-1.3%
Q1 2021$1,126,000
+6.3%
22,7970.0%0.16%
+2.6%
Q4 2020$1,059,000
+17.0%
22,7970.0%0.15%
+4.1%
Q3 2020$905,000
+8.6%
22,797
-0.5%
0.15%
-0.7%
Q2 2020$833,000
+16.0%
22,9220.0%0.15%
-6.4%
Q1 2020$718,000
-18.9%
22,9220.0%0.16%
-7.1%
Q4 2019$885,000
+5.5%
22,9220.0%0.17%
-5.6%
Q3 2019$839,000
-10.1%
22,922
-12.5%
0.18%
-3.8%
Q2 2019$933,000
+4.7%
26,2100.0%0.19%
+2.2%
Q1 2019$891,000
+9.2%
26,210
-9.4%
0.18%
-5.7%
Q4 2018$816,000
-11.3%
28,9350.0%0.19%
+2.1%
Q3 2018$920,00028,9350.19%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
Polianta Ltd 482,600$23,840,00013.21%
Raab & Moskowitz Asset Management LLC 110,122$5,440,0002.12%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 161,014$7,954,0001.73%
BECK CAPITAL MANAGEMENT, LLC 66,562$3,288,0001.24%
Hamilton Wealth, LLC 50,022$2,471,0001.20%
TAP Consulting, LLC 69,531$3,435,0001.07%
Verity Asset Management, Inc. 26,773$1,323,0000.79%
MD Financial Management Inc. 677,590$20,094,0000.59%
QUEST CAPITAL MANAGEMENT INC /ADV 45,375$2,242,0000.48%
First City Capital Management, Inc. 14,860$759,0000.44%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders