INVESCO EXCHANGE TRADED FD T's ticker is RZG and the CUSIP is 46137V175.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,000 | -54.6% | 7,202 | +43.2% | 0.00% | – |
| Q2 2023 | $639,000 | +688.9% | 5,031 | +629.1% | 0.00% | – |
| Q1 2023 | $81,000 | -87.2% | 690 | -87.3% | 0.00% | – |
| Q4 2022 | $634,000 | -12.8% | 5,446 | -17.6% | 0.00% | – |
| Q3 2022 | $727,000 | +214.7% | 6,606 | +228.8% | 0.00% | – |
| Q2 2022 | $231,000 | -85.3% | 2,009 | -81.9% | 0.00% | – |
| Q1 2022 | $1,572,000 | -38.3% | 11,120 | -27.2% | 0.00% | -100.0% |
| Q4 2021 | $2,547,000 | +89.8% | 15,280 | +81.7% | 0.00% | – |
| Q3 2021 | $1,342,000 | +20.9% | 8,408 | +23.4% | 0.00% | – |
| Q2 2021 | $1,110,000 | -5.9% | 6,813 | -9.1% | 0.00% | – |
| Q1 2021 | $1,180,000 | -41.5% | 7,491 | -48.7% | 0.00% | -100.0% |
| Q4 2020 | $2,016,000 | +2909.0% | 14,607 | +2229.7% | 0.00% | – |
| Q3 2020 | $67,000 | -96.2% | 627 | -96.4% | 0.00% | -100.0% |
| Q2 2020 | $1,753,000 | +3087.3% | 17,465 | +2302.3% | 0.00% | – |
| Q1 2020 | $55,000 | -92.5% | 727 | -88.3% | 0.00% | – |
| Q4 2019 | $732,000 | -74.7% | 6,198 | -77.2% | 0.00% | -100.0% |
| Q3 2019 | $2,897,000 | +25.9% | 27,161 | +31.3% | 0.00% | 0.0% |
| Q2 2019 | $2,301,000 | -78.3% | 20,691 | -77.9% | 0.00% | -80.0% |
| Q1 2019 | $10,601,000 | +277.7% | 93,672 | +247.5% | 0.01% | +400.0% |
| Q4 2018 | $2,807,000 | -11.8% | 26,956 | +13.4% | 0.00% | 0.0% |
| Q3 2018 | $3,184,000 | +18.2% | 23,771 | +12.1% | 0.00% | 0.0% |
| Q2 2018 | $2,694,000 | – | 21,214 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Twelve Points Wealth Management LLC | 10,759 | $1,793,000 | 1.45% |
| Investors Research Corp | 15,853 | $2,642,000 | 0.80% |
| WILLNER & HELLER, LLC | 3,601 | $575,000 | 0.76% |
| PACIFIC SUN FINANCIAL CORP | 8,350 | $1,392,000 | 0.74% |
| Purus Wealth Management, LLC | 4,683 | $781,000 | 0.49% |
| American Institute for Advanced Investment Management, LLP | 1,670 | $278,000 | 0.19% |
| Kaydan Wealth Management, Inc. | 2,829 | $471,473 | 0.18% |
| Western Wealth Management, LLC | 5,387 | $898,000 | 0.09% |
| Retirement Planning Co of New England, Inc. | 837 | $139,000 | 0.07% |
| CWM, LLC | 46,025 | $7,670,000 | 0.05% |