Comprehensive Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 107 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Comprehensive Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q1 2024$520,318
+5.7%
9,138
+0.6%
0.40%
-8.8%
Q4 2023$492,189
+4.1%
9,086
-7.5%
0.44%
-0.2%
Q3 2023$472,833
+5.9%
9,820
+2.1%
0.44%
+15.0%
Q2 2023$446,521
+8.8%
9,615
+6.7%
0.39%
+14.5%
Q1 2023$410,316
-19.6%
9,012
-19.2%
0.34%
-28.1%
Q4 2022$510,047
+17.7%
11,151
+6.0%
0.47%
+7.6%
Q3 2022$433,259
-2.9%
10,516
+4.6%
0.44%
+13.5%
Q2 2022$446,321
+11.8%
10,050
+35.6%
0.38%
-5.4%
Q1 2022$399,284
+34.7%
7,412
+34.7%
0.41%
+86.7%
Q4 2021$296,503
+25.5%
5,502
+17.2%
0.22%
-3.1%
Q3 2021$236,2964,6940.22%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 129,219$6,964,0006.69%
Fortress Wealth Management, Inc. 82,083$4,423,0003.33%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 151,505$8,165,0002.47%
Fulcrum Equity Management 75,756$4,082,0001.53%
MONEY CONCEPTS CAPITAL CORP 264,699$14,265,0001.21%
Aspire Wealth Management Corp 19,156$1,032,0000.84%
Marshall Financial Group, LLC 41,917$2,259,0000.83%
LWM Advisory Services, LLC 10,902$588,0000.73%
MONECO Advisors, LLC 31,957$1,660,0000.62%
Fermata Advisors, LLC 30,529$1,645,0000.60%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders