INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 1 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $905,124 | -26.7% | 18,798 | -29.3% | 0.01% | -27.8% |
| Q2 2023 | $1,234,004 | -38.4% | 26,572 | -39.6% | 0.02% | -43.8% |
| Q1 2023 | $2,002,865 | -7.5% | 43,990 | -7.0% | 0.03% | -15.8% |
| Q4 2022 | $2,164,188 | +14.7% | 47,315 | +3.3% | 0.04% | +2.7% |
| Q3 2022 | $1,887,000 | +14.6% | 45,809 | +23.5% | 0.04% | +19.4% |
| Q2 2022 | $1,647,000 | +106.9% | 37,081 | +150.8% | 0.03% | +138.5% |
| Q1 2022 | $796,000 | – | 14,784 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 285,031 | $7,522,000 | 1.32% |
| Tolleson Wealth Management, Inc. | 33,333 | $880,000 | 0.52% |
| Ullmann Wealth Partners Group, LLC | 10,122 | $267,000 | 0.20% |
| CONDOR CAPITAL MANAGEMENT | 38,244 | $1,009,000 | 0.18% |
| Clearwater Capital Advisors, LLC | 30,260 | $799,000 | 0.18% |
| Institute for Wealth Management, LLC. | 11,070 | $292,000 | 0.12% |
| OPTIMUM INVESTMENT ADVISORS | 3,000 | $79,000 | 0.03% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 51,785 | $1,367,000 | 0.01% |
| TRUEWEALTH LLC | 746 | $20,000 | 0.01% |
| LPL Financial LLC | 131,448 | $3,469,000 | 0.01% |