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 90 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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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 Q4 2021
NameSharesValueWeighting ↓
360 Financial, Inc. 219,519$10,453,4726.50%
Del-Sette Capital Management, LLC 129,429$6,231,9926.13%
Aspire Wealth Management Corp 116,040$5,587,3454.25%
MONECO Advisors, LLC 143,834$6,925,6241.93%
Fortress Wealth Management, Inc. 51,402$2,475,0221.60%
Asset Allocation Strategies LLC 57,998$2,792,5891.29%
Marshall Financial Group LLC 67,096$3,230,6721.16%
Insight Wealth Strategies, LLC 102,864$4,952,9040.96%
LOWERY THOMAS, LLC 18,767$903,6500.86%
QP WEALTH MANAGEMENT, LLC 8,145$392,1820.68%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders