INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 122 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,298 | +3.7% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,186 | +2.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,595 | -0.5% | 650 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $29,731 | +10.1% | 650 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $27,000 | -6.9% | 650 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $29,000 | -17.1% | 650 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $35,000 | 0.0% | 650 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $35,000 | +6.1% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +3.1% | 650 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $32,000 | +39.1% | 650 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $23,000 | +35.3% | 650 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $17,000 | +6.2% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | +23.1% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -40.9% | 650 | 0.0% | 0.00% | -40.0% |
| Q4 2019 | $22,000 | – | 650 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 659,370 | $33,446,000 | 6.64% |
| Fermata Advisors, LLC | 34,959 | $1,774,000 | 1.03% |
| Fulcrum Equity Management | 46,145 | $2,341,000 | 0.87% |
| Crescent Capital Consulting, LLC | 76,618 | $3,886,000 | 0.73% |
| EWG Elevate Inc. | 29,118 | $1,494,000 | 0.58% |
| Tolleson Wealth Management, Inc. | 33,333 | $1,691,000 | 0.46% |
| Cardan Capital Partners, LLC | 73,124 | $3,710,000 | 0.41% |
| Armbruster Capital Management, Inc. | 9,094 | $461,000 | 0.13% |
| Gladstone Institutional Advisory LLC | 17,638 | $895 | 0.11% |
| Institute for Wealth Management, LLC. | 9,740 | $494,000 | 0.09% |