INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 205 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $586,986 | +145.4% | 1,677 | +117.2% | 0.00% | +100.0% |
| Q1 2023 | $239,200 | +10.7% | 772 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $216,072 | +2.4% | 784 | 0.0% | 0.00% | -66.7% |
| Q3 2022 | $211,000 | +0.5% | 784 | +6.8% | 0.00% | +50.0% |
| Q2 2022 | $210,000 | -34.4% | 734 | -32.0% | 0.00% | -75.0% |
| Q1 2021 | $320,000 | +3.9% | 1,079 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $308,000 | +8.8% | 1,079 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $283,000 | +10.1% | 1,079 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $257,000 | +21.8% | 1,079 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $211,000 | -16.3% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $252,000 | +10.0% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $229,000 | +1.3% | 1,079 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $226,000 | +3.2% | 1,079 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $219,000 | -3.1% | 1,079 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $226,000 | +8.7% | 1,079 | 0.0% | 0.02% | +6.7% |
| Q2 2018 | $208,000 | – | 1,079 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 114,390 | $40,206,000 | 19.88% |
| Retirement Group, LLC | 66,862 | $23,501,000 | 9.07% |
| Ursa Fund Management, LLC | 50,000 | $22,582,000 | 8.83% |
| Wolf Group Capital Advisors | 41,781 | $14,685,000 | 7.51% |
| COLUMBIA ADVISORY PARTNERS LLC | 20,420 | $7,177,000 | 7.20% |
| Retireful, LLC | 829 | $263,000 | 6.32% |
| Financial Services Advisory Inc | 10,788 | $3,792,000 | 5.89% |
| Fortune 45 LLC | 16,546 | $5,815,000 | 5.48% |
| Portfolio Strategies, Inc. | 60,007 | $21,086,000 | 3.94% |
| Virginia National Bank | 9,369 | $3,293,000 | 3.76% |