INVESCO EXCHANGE TRADED FD T's ticker is XMVM and the CUSIP is 46137V456.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,100 | -28.3% | 12,240 | -27.9% | 0.01% | -27.3% |
| Q2 2023 | $782,699 | -16.9% | 16,975 | -21.3% | 0.01% | -26.7% |
| Q1 2023 | $941,859 | -8.1% | 21,580 | -7.3% | 0.02% | -16.7% |
| Q4 2022 | $1,024,799 | -7.6% | 23,270 | -18.9% | 0.02% | -18.2% |
| Q3 2022 | $1,109,000 | -14.8% | 28,706 | -13.3% | 0.02% | -12.0% |
| Q2 2022 | $1,302,000 | -18.8% | 33,102 | -0.6% | 0.02% | -3.8% |
| Q1 2022 | $1,604,000 | +54.5% | 33,288 | +56.7% | 0.03% | +62.5% |
| Q4 2021 | $1,038,000 | +21.0% | 21,247 | +10.6% | 0.02% | +6.7% |
| Q3 2021 | $858,000 | -11.7% | 19,207 | -10.4% | 0.02% | -11.8% |
| Q2 2021 | $972,000 | +86.2% | 21,433 | +83.5% | 0.02% | +54.5% |
| Q1 2021 | $522,000 | – | 11,682 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 101,822 | $4,908,000 | 3.93% |
| LWM Advisory Services, LLC | 30,766 | $1,483,000 | 1.84% |
| MONEY CONCEPTS CAPITAL CORP | 498,543 | $24,030,000 | 1.36% |
| Camelot Portfolios, LLC | 33,299 | $1,605,000 | 0.80% |
| PCG Wealth Advisors, LLC | 16,460 | $793,000 | 0.50% |
| USAdvisors Wealth Management, LLC | 24,076 | $1,160,000 | 0.50% |
| AVAII WEALTH MANAGEMENT, LLC | 7,966 | $384,000 | 0.36% |
| Atlas Private Wealth Advisors | 15,482 | $746,000 | 0.33% |
| Archford Capital Strategies, LLC | 31,233 | $1,463,000 | 0.33% |
| First Heartland Consultants, Inc. | 29,316 | $1,413,000 | 0.22% |