INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 275 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is 125.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,502,993 | +12.9% | 120,284 | +4.0% | 0.06% | +5.5% |
| Q1 2024 | $4,874,694 | +28.8% | 115,706 | +15.4% | 0.06% | +17.0% |
| Q4 2023 | $3,783,278 | +27.2% | 100,299 | +14.5% | 0.05% | +9.3% |
| Q3 2023 | $2,973,639 | +211.2% | 87,563 | +3105.1% | 0.04% | +207.1% |
| Q2 2023 | $955,462 | +144.2% | 2,732 | +116.8% | 0.01% | +133.3% |
| Q1 2023 | $391,255 | -1.5% | 1,260 | -12.5% | 0.01% | -14.3% |
| Q4 2022 | $397,411 | +11.6% | 1,440 | +8.8% | 0.01% | 0.0% |
| Q3 2022 | $356,000 | +9.5% | 1,324 | +16.8% | 0.01% | +16.7% |
| Q2 2022 | $325,000 | -18.5% | 1,134 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $399,000 | +2.0% | 1,134 | +7.1% | 0.01% | +16.7% |
| Q4 2021 | $391,000 | +16.0% | 1,059 | +3.6% | 0.01% | 0.0% |
| Q3 2021 | $337,000 | -28.5% | 1,022 | -29.4% | 0.01% | -25.0% |
| Q2 2021 | $471,000 | -4.1% | 1,447 | -12.6% | 0.01% | -20.0% |
| Q1 2021 | $491,000 | +4.0% | 1,656 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $472,000 | +8.8% | 1,656 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $434,000 | +10.2% | 1,656 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $394,000 | +8.5% | 1,656 | -10.9% | 0.01% | -15.4% |
| Q1 2020 | $363,000 | -16.4% | 1,858 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $434,000 | – | 1,858 | – | 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% |