INVESCO EXCHNG TRADED FD TR's ticker is FRN and the CUSIP is 46138E776.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $26,000 | -53.6% | 1,828 | -55.5% | 0.00% | -50.0% |
| Q3 2019 | $56,000 | -9.7% | 4,109 | -3.5% | 0.00% | -20.0% |
| Q2 2019 | $62,000 | -34.7% | 4,257 | -38.5% | 0.01% | -44.4% |
| Q1 2019 | $95,000 | +17.3% | 6,923 | +3.7% | 0.01% | +12.5% |
| Q4 2018 | $81,000 | -69.8% | 6,679 | -66.4% | 0.01% | -68.0% |
| Q3 2018 | $268,000 | +5.9% | 19,861 | +8.4% | 0.02% | 0.0% |
| Q2 2018 | $253,000 | – | 18,325 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 138,251 | $1,893,000 | 0.42% |
| OARSMAN CAPITAL, INC. | 26,240 | $359,000 | 0.17% |
| Csenge Advisory Group | 27,843 | $381,000 | 0.13% |
| Chicago Partners Investment Group LLC | 43,156 | $601,000 | 0.09% |
| Burt Wealth Advisors | 11,224 | $154,000 | 0.07% |
| CX Institutional | 16,431 | $225,000 | 0.04% |
| Clarus Wealth Advisors | 3,300 | $45,000 | 0.03% |
| TELEMUS CAPITAL, LLC | 29,885 | $409,000 | 0.03% |
| Mariner, LLC | 87,727 | $1,201,000 | 0.02% |
| Carroll Financial Associates, Inc. | 11,944 | $163,000 | 0.02% |