INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ)

CUSIP: 46137V803

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / DORSEY WRGT CSMR
Total 13F shares
411,287
Share change
+128,595
Total reported value
$33,870,395
Put/Call ratio
116%
Price per share
$82.35
Number of holders
28
Value change
+$10,649,299
Number of buys
14
Number of sells
7

Quarterly Holders Quick Answers

What is CUSIP 46137V803?
CUSIP 46137V803 identifies PEZ - INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR in SEC institutional holdings data.

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Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q4 2023

As of 31 Dec 2023, INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) was held by 28 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 411,287 shares. The largest 10 holders included Transamerica Financial Advisors, Inc., Janney Montgomery Scott LLC, Unique Wealth Strategies, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, SILVER OAK SECURITIES, INCORPORATED, Genesee Capital Advisors, LLC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, and SignalPoint Asset Management, LLC. This page lists 28 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.