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

INVESCO EXCHANGE TRADED FD T's ticker is XSMO and the CUSIP is 46137V498. A total of 58 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,037,631
+0.0%
21,3910.0%0.19%
+6.9%
Q2 2023$1,037,128
+4.7%
21,3910.0%0.18%
-7.4%
Q1 2023$990,686
-1.8%
21,3910.0%0.19%
-10.8%
Q4 2022$1,008,586
+8.7%
21,3910.0%0.21%
+1.9%
Q3 2022$928,000
+0.8%
21,391
+2.0%
0.21%
+14.9%
Q2 2022$921,000
-15.6%
20,978
-0.1%
0.18%
+2.3%
Q1 2022$1,091,000
-7.9%
21,0030.0%0.18%
-8.3%
Q4 2021$1,185,000
+5.9%
21,0030.0%0.19%
-1.5%
Q3 2021$1,119,000
-2.6%
21,0030.0%0.20%
-3.0%
Q2 2021$1,149,000
+5.1%
21,0030.0%0.20%
-2.9%
Q1 2021$1,093,000
-0.9%
21,003
-9.6%
0.21%
-5.0%
Q4 2020$1,103,000
+13.7%
23,241
-4.1%
0.22%
-0.9%
Q3 2020$970,000
+10.7%
24,2410.0%0.22%
+3.3%
Q2 2020$876,000
+23.2%
24,241
-0.1%
0.21%
-2.3%
Q1 2020$711,000
-27.9%
24,271
-3.0%
0.22%
-1.8%
Q4 2019$986,000
+5.8%
25,0140.0%0.22%
-5.1%
Q3 2019$932,000
-0.6%
25,0140.0%0.24%
+13.0%
Q2 2019$938,000
+3.0%
25,0140.0%0.21%
+5.1%
Q1 2019$911,000
+18.0%
25,0140.0%0.20%
-37.5%
Q4 2018$772,00025,0140.32%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 120,741$6,271,0001.51%
Sculati Wealth Management, LLC 21,157$1,099,0000.54%
Tolleson Wealth Management, Inc. 29,468$1,530,0000.45%
Southland Equity Partners LLC 10,685$554,9320.23%
Institute for Wealth Management, LLC. 21,003$1,091,0000.18%
SILVERLAKE WEALTH MANAGEMENT LLC 4,000$207,7420.12%
GeoWealth Management, LLC 19,648$1,021,0000.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 113,412$5,884,0000.08%
ERn Financial, LLC 6,269$326,0000.07%
Cedar Wealth Management, LLC 3,240$168,0000.07%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders