Summit Asset Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 191 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$453,026
-2.9%
13,340
+900.0%
0.12%0.0%
Q2 2023$466,540
+12.6%
1,3340.0%0.12%
+7.9%
Q1 2023$414,234
+12.5%
1,3340.0%0.11%
+6.5%
Q4 2022$368,157
+2.6%
1,3340.0%0.11%
-7.8%
Q3 2022$359,000
-6.0%
1,3340.0%0.12%
-1.7%
Q2 2022$382,000
-19.6%
1,334
-1.3%
0.12%
-13.2%
Q1 2022$475,000
-4.8%
1,3510.0%0.14%
-3.5%
Q4 2021$499,000
+11.9%
1,3510.0%0.14%
+0.7%
Q3 2021$446,000
+1.4%
1,3510.0%0.14%
+1.4%
Q2 2021$440,000
+9.7%
1,3510.0%0.14%
+1.5%
Q1 2021$401,000
+4.2%
1,3510.0%0.14%
-3.5%
Q4 2020$385,000
+8.8%
1,3510.0%0.14%
-4.1%
Q3 2020$354,000
+5.4%
1,351
-4.3%
0.15%
-3.9%
Q2 2020$336,000
+21.7%
1,4110.0%0.15%
+2.7%
Q1 2020$276,000
-16.1%
1,4110.0%0.15%
+6.4%
Q4 2019$329,000
+9.7%
1,4110.0%0.14%0.0%
Q3 2019$300,000
+1.4%
1,4110.0%0.14%0.0%
Q2 2019$296,000
+0.3%
1,411
-3.1%
0.14%
-3.4%
Q1 2019$295,000
+12.6%
1,4560.0%0.14%
-2.0%
Q4 2018$262,000
-14.1%
1,4560.0%0.15%
+5.0%
Q3 2018$305,000
+8.5%
1,4560.0%0.14%
+5.2%
Q2 2018$281,0001,4560.13%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
Wolf Group Capital Advisors 12,244$2,202,0001.64%
SignalPoint Asset Management, LLC 17,294$3,110,0001.50%
Reitz Capital Advisors LLC 5,722$1,029,0001.24%
Seneca House Advisors 5,607$1,008,0000.95%
Glassman Wealth Services 6,851$1,232,0000.66%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 49,396$8,882,0000.61%
Institute for Wealth Management, LLC. 6,541$1,176,0000.48%
Pensionmark Financial Group, LLC 3,008$586,0000.26%
Gateway Advisory, LLC 2,819$507,0000.21%
IHT Wealth Management, LLC 5,723$1,029,0000.20%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders