INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 222 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2023. The put-call ratio across all filers is 1.41 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,052,191 | +87.1% | 22,999 | +72.3% | 0.01% | +60.0% |
| Q1 2024 | $562,488 | +62.4% | 13,351 | +45.4% | 0.01% | +66.7% |
| Q4 2023 | $346,393 | +11.5% | 9,183 | +0.4% | 0.00% | 0.0% |
| Q3 2023 | $310,545 | +14.0% | 9,144 | +1073.8% | 0.00% | 0.0% |
| Q2 2023 | $272,422 | +34.4% | 779 | +19.3% | 0.00% | +50.0% |
| Q1 2023 | $202,720 | -28.9% | 653 | -38.3% | 0.00% | -50.0% |
| Q3 2022 | $285,000 | -3.7% | 1,058 | +2.3% | 0.00% | 0.0% |
| Q2 2022 | $296,000 | -18.2% | 1,034 | +0.4% | 0.00% | -20.0% |
| Q1 2022 | $362,000 | +34.6% | 1,030 | +41.5% | 0.01% | +25.0% |
| Q4 2021 | $269,000 | +12.1% | 728 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $240,000 | +1.7% | 726 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $236,000 | -1.3% | 725 | -9.9% | 0.00% | -20.0% |
| Q1 2021 | $239,000 | +7.7% | 805 | -5.5% | 0.01% | +25.0% |
| Q3 2020 | $222,000 | +2.8% | 852 | -7.6% | 0.00% | -20.0% |
| Q4 2019 | $216,000 | – | 922 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 110,928 | $32,891,000 | 19.07% |
| Wolf Group Capital Advisors | 47,053 | $13,952,000 | 8.03% |
| Retirement Group, LLC | 50,027 | $14,833,000 | 6.73% |
| FOCUS Wealth Advisors, LLC | 26,945 | $8,078,000 | 5.95% |
| Diversified, LLC | 19,564 | $5,801,000 | 4.47% |
| MRA Advisory Group | 10,208 | $3,027,000 | 2.85% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 11,369 | $3,371,000 | 2.67% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 168,016 | $49,818,000 | 2.16% |
| Cedar Wealth Management, LLC | 12,413 | $3,681,000 | 1.83% |
| Financial Services Advisory Inc | 10,422 | $3,090,000 | 1.40% |