Evercore Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RPG and the CUSIP is 46137V266. A total of 238 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$497,475
-43.8%
16,500
+184.5%
0.01%
-43.8%
Q2 2023$884,848
+0.9%
5,8000.0%0.02%
-5.9%
Q1 2023$876,612
-0.8%
5,800
-0.5%
0.02%
-10.5%
Q4 2022$883,735
+4.8%
5,8290.0%0.02%0.0%
Q3 2022$843,000
-4.0%
5,829
-2.0%
0.02%0.0%
Q2 2022$878,000
-19.7%
5,9460.0%0.02%0.0%
Q1 2022$1,093,000
-12.8%
5,9460.0%0.02%
-5.0%
Q4 2021$1,254,000
+9.5%
5,9460.0%0.02%
-4.8%
Q3 2021$1,145,000
+4.6%
5,9460.0%0.02%
+5.0%
Q2 2021$1,095,000
+12.1%
5,9460.0%0.02%
+5.3%
Q1 2021$977,000
+0.8%
5,9460.0%0.02%
-9.5%
Q4 2020$969,000
+15.1%
5,9460.0%0.02%0.0%
Q3 2020$842,000
+1.4%
5,946
-7.3%
0.02%
-4.5%
Q2 2020$830,000
+29.3%
6,4110.0%0.02%
+4.8%
Q1 2020$642,000
-24.7%
6,411
-4.7%
0.02%
-8.7%
Q4 2019$853,0006,7260.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
NameSharesValueWeighting ↓
Wolff Financial Management LLC 115,340$18,792,0009.85%
Auxano Advisors, LLC 90,728$14,782,0009.78%
Marquette Asset Management, LLC 226,748$36,944,0008.51%
SHAKESPEARE WEALTH MANAGEMENT, INC. 116,913$19,049,0008.30%
CUTLER INVESTMENT COUNSEL LLC 268,483$43,744,0008.02%
HENGEHOLD CAPITAL MANAGEMENT LLC 241,096$39,282,0005.84%
New England Private Wealth Advisors LLC 148,269$24,154,0005.30%
FORTE CAPITAL LLC /ADV 165,885$27,028,0004.17%
FinTrust Capital Advisors, LLC 72,842$11,868,0003.77%
Detalus Advisors, LLC 36,244$5,905,0003.71%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders