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 221 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2021
NameSharesValueWeighting ↓
Retirement Group, LLC 575,935$19,558,7518.15%
COLUMBIA ADVISORY PARTNERS LLC 215,059$7,303,4067.96%
Wolf Group Capital Advisors 346,330$11,761,3785.56%
GPS Wealth Strategies Group, LLC 739,401$25,110,0754.82%
Asset Allocation Strategies LLC 165,517$5,620,9922.59%
BANK HAPOALIM BM 468,000$15,8932.57%
Cedar Wealth Management, LLC 178,091$6,047,9652.39%
Avestar Capital, LLC 481,234$16,342,7072.32%
Pinnacle Family Advisors, LLC 118,721$4,031,7742.31%
Aspire Capital Advisors LLC 135,308$4,595,0452.09%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders