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 230 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. 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 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 114,390$40,206,00019.88%
Retirement Group, LLC 66,862$23,501,0009.07%
Ursa Fund Management, LLC 50,000$22,582,0008.83%
Wolf Group Capital Advisors 41,781$14,685,0007.51%
COLUMBIA ADVISORY PARTNERS LLC 20,420$7,177,0007.20%
Retireful, LLC 829$263,0006.32%
Financial Services Advisory Inc 10,788$3,792,0005.89%
Fortune 45 LLC 16,546$5,815,0005.48%
Portfolio Strategies, Inc. 60,007$21,086,0003.94%
Virginia National Bank 9,369$3,293,0003.76%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders