INVESCO EXCHANGE TRADED FD T's ticker is XSMO and the CUSIP is 46137V498. A total of 50 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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $328,284 | -8.6% | 5,794 | -23.3% | 0.00% | -75.0% |
| Q4 2020 | $359,000 | +18.9% | 7,554 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $302,000 | +17.5% | 7,554 | +6.4% | 0.01% | +14.3% |
| Q2 2020 | $257,000 | -38.1% | 7,102 | -50.0% | 0.01% | -50.0% |
| Q1 2020 | $415,000 | -25.8% | 14,190 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $559,000 | -3.0% | 14,190 | -8.4% | 0.02% | -11.8% |
| Q3 2019 | $576,000 | -18.6% | 15,492 | -18.0% | 0.02% | -22.7% |
| Q2 2019 | $708,000 | +151.1% | 18,895 | +144.0% | 0.02% | +144.4% |
| Q1 2019 | $282,000 | -43.5% | 7,743 | -38.1% | 0.01% | -47.1% |
| Q3 2018 | $499,000 | – | 12,509 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 32,742 | $1,192,000 | 0.82% |
| CWM, LLC | 470,629 | $25,754,000 | 0.20% |
| Institute for Wealth Management, LLC. | 25,014 | $911,000 | 0.20% |
| Ullmann Wealth Partners Group, LLC | 6,476 | $236,000 | 0.15% |
| Clearwater Capital Advisors, LLC | 6,354 | $231,000 | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 201,606 | $7,340,000 | 0.03% |
| Sigma Planning Corp | 12,321 | $449,000 | 0.02% |
| Advisor Group, Inc. | 55,820 | $2,032,000 | 0.02% |
| Cetera Advisor Networks LLC | 7,743 | $282,000 | 0.01% |
| Janney Montgomery Scott LLC | 27,889 | $1,015,000 | 0.01% |