Roundview 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 1,296 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 2.61 and the average weighting 1.0%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$3,949,456
-37.3%
27,874
-33.8%
0.40%
-35.4%
Q2 2023$6,296,184
-22.4%
42,076
-25.0%
0.62%
-27.6%
Q1 2023$8,116,234
+5.1%
56,121
+2.7%
0.85%
-3.6%
Q4 2022$7,719,760
+21.0%
54,653
+9.0%
0.88%
+9.3%
Q3 2022$6,381,000
-5.2%
50,135
+0.0%
0.81%0.0%
Q2 2022$6,728,000
-14.6%
50,120
+0.3%
0.81%
-0.5%
Q1 2022$7,879,000
+7.9%
49,962
+11.4%
0.81%
+11.3%
Q4 2021$7,299,000
+19.7%
44,847
+10.2%
0.73%
+8.3%
Q3 2021$6,096,000
+1.9%
40,686
+2.5%
0.67%
+0.7%
Q2 2021$5,982,000
+33.5%
39,686
+25.5%
0.67%
+18.3%
Q1 2021$4,480,000
+65.1%
31,622
+48.7%
0.56%
+52.0%
Q4 2020$2,713,000
+147.8%
21,272
+109.9%
0.37%
+115.7%
Q3 2020$1,095,000
+5.5%
10,133
-0.6%
0.17%
-2.3%
Q2 2020$1,038,000
+4.3%
10,197
-13.9%
0.18%
-16.2%
Q1 2020$995,000
-40.0%
11,844
-17.3%
0.21%
-33.3%
Q4 2019$1,657,000
+7.4%
14,316
+0.3%
0.32%
-5.4%
Q3 2019$1,543,000
-3.9%
14,274
-4.1%
0.33%
-7.8%
Q2 2019$1,605,000
+4.3%
14,885
+1.0%
0.36%
-1.4%
Q1 2019$1,539,000
+18.8%
14,733
+3.9%
0.37%
+0.8%
Q4 2018$1,296,000
-6.8%
14,184
+9.0%
0.36%
+5.8%
Q3 2018$1,390,000
+7.7%
13,010
+2.6%
0.34%
+1.5%
Q2 2018$1,291,00012,6750.34%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Choate Investment Advisors 3,121,422$418,988,00025.44%
LBMC INVESTMENT ADVISORS, LLC 1,413,938$189,793,00020.60%
Sightline Wealth Advisors, LLC 155,878$20,833,00020.34%
Bickling Financial Services, Inc. 235,547$31,618,00020.05%
DB Wealth Management Group, LLC 176,358$23,673,00016.14%
MJP ASSOCIATES INC /ADV 426,703$57,276,00016.06%
AlphaCore Capital LLC 254,940$34,221,00015.89%
LTG Capital LLC 104,773$14,067,00015.79%
Ciovacco Capital Management LLC 38,485$5,165,00015.19%
HOWARD FINANCIAL SERVICES, LTD. 304,316$40,848,00013.87%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders