INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 4 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,262 | -2.9% | 950 | +900.0% | 0.00% | 0.0% |
| Q2 2023 | $33,224 | +12.6% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,499 | -38.9% | 95 | -45.7% | 0.00% | -42.9% |
| Q4 2022 | $48,297 | +85.8% | 175 | +84.2% | 0.01% | +75.0% |
| Q3 2022 | $26,000 | -3.7% | 95 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $27,000 | -18.2% | 95 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $33,000 | -35.3% | 95 | -30.7% | 0.01% | -25.0% |
| Q4 2021 | $51,000 | +13.3% | 137 | 0.0% | 0.01% | -20.0% |
| Q3 2021 | $45,000 | 0.0% | 137 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $45,000 | +9.8% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | – | 137 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 112,316 | $37,065,000 | 19.64% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 35,763 | $11,802,000 | 8.37% |
| Retirement Group, LLC | 53,254 | $17,574,000 | 8.08% |
| Wolf Group Capital Advisors | 44,542 | $14,699,000 | 8.01% |
| Diversified, LLC | 36,139 | $11,926,000 | 6.34% |
| LITTLE HOUSE CAPITAL LLC | 12,920 | $4,264,000 | 2.50% |
| MRA Advisory Group | 8,072 | $2,664,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 163,306 | $53,892,000 | 2.12% |
| Cedar Wealth Management, LLC | 12,424 | $4,100,000 | 1.82% |
| SignalPoint Asset Management, LLC | 12,412 | $4,096,000 | 1.31% |