INVESCO EXCHANGE TRADED FD T's ticker is SPHQ and the CUSIP is 46137V241. A total of 434 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $659,673 | +11.3% | 10,382 | +5.9% | 0.01% | +20.0% |
| Q1 2024 | $592,564 | +11.1% | 9,807 | -0.6% | 0.01% | 0.0% |
| Q4 2023 | $533,356 | +0.3% | 9,862 | -7.2% | 0.01% | -16.7% |
| Q3 2023 | $531,752 | +7.9% | 10,626 | +8.8% | 0.01% | +20.0% |
| Q2 2023 | $492,986 | +15.3% | 9,771 | +8.2% | 0.01% | 0.0% |
| Q1 2023 | $427,532 | +42.3% | 9,034 | +32.3% | 0.01% | +25.0% |
| Q4 2022 | $300,377 | +25.2% | 6,826 | +13.1% | 0.00% | +33.3% |
| Q3 2022 | $240,000 | -1.2% | 6,036 | +4.2% | 0.00% | 0.0% |
| Q2 2022 | $243,000 | -28.9% | 5,794 | -15.3% | 0.00% | -25.0% |
| Q1 2022 | $342,000 | +1.5% | 6,843 | +8.2% | 0.00% | 0.0% |
| Q4 2021 | $337,000 | +17.8% | 6,324 | +7.5% | 0.00% | +33.3% |
| Q3 2021 | $286,000 | – | 5,884 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,761,022 | $77,484,975 | 17.21% |
| Paragon Capital Management Ltd | 982,719 | $43,239,655 | 11.52% |
| Sterling Group Wealth Management, LLC | 252,634 | $11,115,884 | 10.95% |
| Savior LLC | 234,625 | $10,323,500 | 9.21% |
| FREEDOM WEALTH ALLIANCE, LLC | 141,898 | $6,243,529 | 8.80% |
| SFMG, LLC | 1,638,228 | $72,082,018 | 8.00% |
| Capital Planning Advisors, LLC | 668,430 | $29,410,920 | 6.99% |
| Ballast, Inc. | 336,193 | $14,792,506 | 6.47% |
| PRIVATE CAPITAL MANAGEMENT LLC | 439,339 | $19,330,911 | 6.40% |
| KLR INVESTMENT ADVISORS, LLC | 153,433 | $6,751,052 | 5.56% |