INVESCO EXCHANGE TRADED FD T's ticker is RZG and the CUSIP is 46137V175.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,001 | -4.8% | 5,364 | +200.0% | 0.00% | 0.0% |
| Q2 2023 | $226,981 | +7.4% | 1,788 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $211,307 | +1.4% | 1,788 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $208,301 | +1.6% | 1,788 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $205,000 | -20.5% | 1,788 | -2.1% | 0.00% | 0.0% |
| Q1 2022 | $258,000 | -15.1% | 1,826 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $304,000 | +4.1% | 1,826 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $292,000 | -1.7% | 1,826 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $297,000 | +3.5% | 1,826 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $287,000 | +13.9% | 1,826 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $252,000 | – | 1,826 | – | 0.01% | – |
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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% |