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

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INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 52 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$468,981
+3.7%
9,7400.0%0.08%
+11.8%
Q2 2023$452,326
+2.0%
9,7400.0%0.08%
-10.6%
Q1 2023$443,462
-0.5%
9,7400.0%0.08%
-9.6%
Q4 2022$445,508
+11.1%
9,7400.0%0.09%
+4.4%
Q3 2022$401,000
-7.4%
9,7400.0%0.09%
+5.9%
Q2 2022$433,000
-17.5%
9,7400.0%0.08%0.0%
Q1 2022$525,0000.0%9,7400.0%0.08%
-1.2%
Q4 2021$525,000
+7.1%
9,7400.0%0.09%0.0%
Q3 2021$490,000
-0.8%
9,7400.0%0.09%
-1.1%
Q2 2021$494,000
+4.4%
9,7400.0%0.09%
-3.3%
Q1 2021$473,000
+39.1%
9,7400.0%0.09%
+32.4%
Q4 2020$340,000
+29.8%
9,7400.0%0.07%
+13.3%
Q3 2020$262,000
+9.6%
9,7400.0%0.06%
+1.7%
Q2 2020$239,000
-36.1%
9,740
-11.9%
0.06%
-29.8%
Q4 2019$374,000
+11.0%
11,0500.0%0.08%
-1.2%
Q3 2019$337,000
+3.7%
11,050
-0.2%
0.08%
+18.1%
Q2 2019$325,000
-0.6%
11,0700.0%0.07%
+1.4%
Q1 2019$327,000
+12.0%
11,0700.0%0.07%
-40.8%
Q4 2018$292,000–11,070–0.12%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2021
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 659,370$33,446,0006.64%
Fermata Advisors, LLC 34,959$1,774,0001.03%
Fulcrum Equity Management 46,145$2,341,0000.87%
Crescent Capital Consulting, LLC 76,618$3,886,0000.73%
EWG Elevate Inc. 29,118$1,494,0000.58%
Tolleson Wealth Management, Inc. 33,333$1,691,0000.46%
Cardan Capital Partners, LLC 73,124$3,710,0000.41%
Armbruster Capital Management, Inc. 9,094$461,0000.13%
Gladstone Institutional Advisory LLC 17,638$8950.11%
Institute for Wealth Management, LLC. 9,740$494,0000.09%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders