Institute for Wealth Management, LLC. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is CSD and the CUSIP is 46137V159. A total of 35 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$984,740
-2.3%
17,576
-0.9%
0.18%
+4.7%
Q2 2023$1,008,051
-2.7%
17,740
-3.1%
0.17%
-14.1%
Q1 2023$1,036,490
+8.1%
18,3100.0%0.20%
-2.0%
Q4 2022$959,120
+9.6%
18,310
-0.3%
0.20%
+3.1%
Q3 2022$875,000
-4.6%
18,3660.0%0.20%
+8.9%
Q2 2022$917,000
-16.9%
18,3660.0%0.18%
+1.1%
Q1 2022$1,103,000
-3.4%
18,3660.0%0.18%
-4.3%
Q4 2021$1,142,000
-1.0%
18,3660.0%0.19%
-8.4%
Q3 2021$1,154,000
-2.6%
18,3660.0%0.20%
-2.4%
Q2 2021$1,185,000
+2.6%
18,3660.0%0.21%
-5.5%
Q1 2021$1,155,000
+12.9%
18,366
-0.5%
0.22%
+8.4%
Q4 2020$1,023,000
+19.8%
18,456
-6.2%
0.20%
+4.1%
Q3 2020$854,000
+11.3%
19,672
-3.4%
0.20%
+3.7%
Q2 2020$767,000
+32.9%
20,358
+0.4%
0.19%
+5.6%
Q1 2020$577,000
-53.0%
20,278
-16.5%
0.18%
-35.7%
Q4 2019$1,227,000
+8.9%
24,2750.0%0.28%
-2.5%
Q3 2019$1,127,000
-6.9%
24,2750.0%0.28%
+6.0%
Q2 2019$1,211,000
-8.2%
24,275
-7.3%
0.27%
-6.6%
Q1 2019$1,319,000
+15.6%
26,197
-2.7%
0.29%
-38.7%
Q4 2018$1,141,00026,9320.47%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Chicago Partners Investment Group LLC 64,619$3,452,8530.19%
Institute for Wealth Management, LLC. 17,576$984,7400.18%
Peak Asset Management, LLC 9,912$555,3270.13%
Occidental Asset Management, LLC 10,000$560,2660.13%
Western Pacific Wealth Management, LP 1,500$84,0400.07%
Phocas Financial Corp. 7,764$434,9870.06%
Tradition Wealth Management, LLC 769$430.01%
COMMONWEALTH EQUITY SERVICES, LLC 4,894$2740.00%
DUNCKER STREETT & CO INC 100$5,6030.00%
IMC-Chicago, LLC 13,030$730,0270.00%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders