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

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 676 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2020. The put-call ratio across all filers is 4.60 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$616,918
+195.7%
4,354
+212.3%
0.01%
+200.0%
Q2 2023$208,598
-46.8%
1,394
-48.6%
0.00%
-50.0%
Q1 2023$392,065
+2.9%
2,711
+0.5%
0.01%0.0%
Q4 2022$381,092
+11.1%
2,6980.0%0.01%0.0%
Q3 2022$343,000
-5.2%
2,6980.0%0.01%0.0%
Q2 2022$362,000
-15.0%
2,6980.0%0.01%0.0%
Q1 2022$426,000
-3.0%
2,6980.0%0.01%
+14.3%
Q4 2021$439,000
+8.7%
2,6980.0%0.01%0.0%
Q3 2021$404,000
-0.7%
2,6980.0%0.01%0.0%
Q2 2021$407,000
+6.5%
2,6980.0%0.01%
-12.5%
Q1 2021$382,000
+11.0%
2,6980.0%0.01%
+14.3%
Q4 2020$344,000
+17.8%
2,6980.0%0.01%0.0%
Q3 2020$292,000
+9.8%
2,698
+3.4%
0.01%0.0%
Q2 2020$266,000
-16.9%
2,610
-31.5%
0.01%
-36.4%
Q1 2020$320,000
-27.4%
3,8100.0%0.01%
-8.3%
Q4 2019$441,000
+7.0%
3,810
-0.1%
0.01%0.0%
Q3 2019$412,000
+0.2%
3,8150.0%0.01%0.0%
Q2 2019$411,000
+3.3%
3,8150.0%0.01%
-7.7%
Q1 2019$398,000
+32.2%
3,815
+15.7%
0.01%
+18.2%
Q4 2018$301,000
-14.5%
3,2980.0%0.01%0.0%
Q3 2018$352,000
+4.8%
3,2980.0%0.01%0.0%
Q2 2018$336,0003,2980.01%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2020
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,246,487$134,758,00018.70%
HOWARD FINANCIAL SERVICES, LTD. 183,960$19,888,00012.85%
AlphaCore Capital LLC 130,090$14,064,00012.75%
TOTAL INVESTMENT MANAGEMENT INC 388,269$41,743,00012.06%
SPC Financial, Inc. 567,667$61,370,00010.58%
MANCHESTER FINANCIAL INC 123,031$13,301,00010.10%
MARINER INVESTMENT GROUP LLC 31,300$3,384,0009.37%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 311,936$33,723,0008.82%
Sterneck Capital Management, LLC 95,024$10,273,0008.68%
Jackson, Grant Investment Advisers, Inc. 128,045$13,843,0008.32%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders