ASSETMARK, INC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 210 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$4,758
+1780.6%
104
+1633.3%
0.00%
Q1 2024$253
-99.7%
6
-99.8%
0.00%
Q4 2023$97,355
+97.3%
2,581
+77.6%
0.00%
Q3 2023$49,344
+155.4%
1,453
+1975.7%
0.00%
Q4 2022$19,319
+383.0%
70
+400.0%
0.00%
Q3 2022$4,000
-95.8%
14
-94.9%
0.00%
Q1 2022$96,000
-64.0%
272
-62.4%
0.00%
-100.0%
Q4 2021$267,000
+8800.0%
723
+7933.3%
0.00%
Q3 2021$3,000
+50.0%
9
+80.0%
0.00%
Q2 2021$2,000
-50.0%
5
-66.7%
0.00%
Q1 2021$4,000
-97.8%
15
-97.7%
0.00%
-100.0%
Q4 2020$183,000
+4475.0%
643
+4492.9%
0.00%
Q3 2020$4,000140.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 110,928$32,891,00019.07%
Wolf Group Capital Advisors 47,053$13,952,0008.03%
Retirement Group, LLC 50,027$14,833,0006.73%
FOCUS Wealth Advisors, LLC 26,945$8,078,0005.95%
Diversified, LLC 19,564$5,801,0004.47%
MRA Advisory Group 10,208$3,027,0002.85%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,369$3,371,0002.67%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 168,016$49,818,0002.16%
Cedar Wealth Management, LLC 12,413$3,681,0001.83%
Financial Services Advisory Inc 10,422$3,090,0001.40%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders