Creative Planning - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 66 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$423,672
+4.8%
8,799
+1.1%
0.00%0.0%
Q2 2023$404,167
+1.8%
8,703
-0.2%
0.00%0.0%
Q1 2023$396,885
-9.6%
8,717
-9.2%
0.00%0.0%
Q4 2022$439,058
+10.9%
9,599
-0.1%
0.00%0.0%
Q3 2022$396,000
-7.0%
9,611
+0.1%
0.00%0.0%
Q2 2022$426,000
-28.8%
9,599
-13.5%
0.00%0.0%
Q1 2022$598,000
+9.9%
11,099
+9.9%
0.00%0.0%
Q4 2021$544,000
+4.4%
10,103
-2.4%
0.00%0.0%
Q3 2021$521,000
+2.2%
10,347
+3.0%
0.00%0.0%
Q2 2021$510,000
+3.4%
10,048
-1.0%
0.00%0.0%
Q1 2021$493,000
+62.2%
10,147
+16.5%
0.00%0.0%
Q4 2020$304,000
+29.9%
8,7080.0%0.00%0.0%
Q3 2020$234,000
+8.8%
8,708
-0.8%
0.00%0.0%
Q2 2020$215,000
-30.0%
8,777
-3.1%
0.00%0.0%
Q4 2019$307,000
+12.5%
9,056
+1.1%
0.00%0.0%
Q3 2019$273,000
-2.8%
8,959
-6.4%
0.00%0.0%
Q2 2019$281,000
-18.1%
9,569
-17.6%
0.00%0.0%
Q1 2019$343,000
+2.7%
11,607
-8.4%
0.00%0.0%
Q4 2018$334,000
-18.7%
12,6750.0%0.00%
-50.0%
Q3 2018$411,000
+1.0%
12,6750.0%0.00%0.0%
Q2 2018$407,00012,6750.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 285,031$7,522,0001.32%
Tolleson Wealth Management, Inc. 33,333$880,0000.52%
Ullmann Wealth Partners Group, LLC 10,122$267,0000.20%
CONDOR CAPITAL MANAGEMENT 38,244$1,009,0000.18%
Clearwater Capital Advisors, LLC 30,260$799,0000.18%
Institute for Wealth Management, LLC. 11,070$292,0000.12%
OPTIMUM INVESTMENT ADVISORS 3,000$79,0000.03%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 51,785$1,367,0000.01%
TRUEWEALTH LLC 746$20,0000.01%
LPL Financial LLC 131,448$3,469,0000.01%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders