West Oak Capital, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,184 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$576
-99.9%
4,065
+11.2%
0.29%
+7.5%
Q2 2023$546,934
+3.5%
3,6550.0%0.27%
-0.7%
Q1 2023$528,586
+108216.8%
3,655
+5.8%
0.27%
+5.1%
Q4 2022$488
-99.9%
3,455
-5.5%
0.26%
+1.2%
Q3 2022$465,000
-25.6%
3,655
-21.5%
0.25%
-23.2%
Q2 2022$625,000
-33.2%
4,655
-21.6%
0.33%
-22.3%
Q1 2022$936,000
-5.2%
5,935
-2.1%
0.42%
+16.3%
Q4 2021$987,000
+8.0%
6,065
-0.6%
0.36%
+2.5%
Q3 2021$914,000
-0.8%
6,100
-0.2%
0.35%
-2.5%
Q2 2021$921,000
+2.8%
6,110
-3.4%
0.36%
-5.2%
Q1 2021$896,000
+11.0%
6,3250.0%0.38%
+2.1%
Q4 2020$807,000
+16.1%
6,325
-1.6%
0.38%
-1.8%
Q3 2020$695,000
+6.3%
6,4250.0%0.38%
+2.7%
Q2 2020$654,000
+14.9%
6,425
-5.2%
0.37%
-4.4%
Q1 2020$569,000
-32.2%
6,777
-6.5%
0.39%
-17.6%
Q4 2019$839,000
+8.7%
7,247
+1.4%
0.47%
+4.0%
Q3 2019$772,000
-0.1%
7,147
-0.4%
0.45%
-1.7%
Q2 2019$773,000
+1.4%
7,175
-1.7%
0.46%
-3.1%
Q1 2019$762,000
-99.9%
7,300
+1.4%
0.48%
+2.1%
Q4 2018$658,080,000
-14.4%
7,2000.0%0.47%
+5.2%
Q3 2018$769,032,000
+2.0%
7,200
-2.7%
0.44%
-3.3%
Q2 2018$753,986,0007,4000.46%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,246,487$134,758,00018.70%
HOWARD FINANCIAL SERVICES, LTD. 183,960$19,888,00012.85%
AlphaCore Capital LLC 130,090$14,064,00012.75%
TOTAL INVESTMENT MANAGEMENT INC 388,269$41,743,00012.06%
SPC Financial, Inc. 567,667$61,370,00010.58%
MANCHESTER FINANCIAL INC 123,031$13,301,00010.10%
MARINER INVESTMENT GROUP LLC 31,300$3,384,0009.37%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 311,936$33,723,0008.82%
Sterneck Capital Management, LLC 95,024$10,273,0008.68%
Jackson, Grant Investment Advisers, Inc. 128,045$13,843,0008.32%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders