INVESCO EXCHANGE TRADED FD T's ticker is XMVM and the CUSIP is 46137V456.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,008 | -0.0% | 6,872 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $315,038 | +0.3% | 6,832 | -5.1% | 0.00% | 0.0% |
| Q1 2023 | $314,152 | +22.7% | 7,198 | +8.6% | 0.00% | 0.0% |
| Q3 2022 | $256,000 | +5.8% | 6,625 | +7.6% | 0.00% | +50.0% |
| Q2 2022 | $242,000 | +7.6% | 6,157 | +31.7% | 0.00% | 0.0% |
| Q1 2022 | $225,000 | -4.7% | 4,675 | -3.1% | 0.00% | 0.0% |
| Q4 2021 | $236,000 | +9.8% | 4,826 | +0.4% | 0.00% | +100.0% |
| Q3 2021 | $215,000 | -6.5% | 4,809 | -5.4% | 0.00% | -50.0% |
| Q2 2021 | $230,000 | +3185.7% | 5,083 | +1877.8% | 0.00% | – |
| Q2 2020 | $7,000 | – | 257 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 101,822 | $4,908,000 | 3.93% |
| LWM Advisory Services, LLC | 30,766 | $1,483,000 | 1.84% |
| MONEY CONCEPTS CAPITAL CORP | 498,543 | $24,030,000 | 1.36% |
| Camelot Portfolios, LLC | 33,299 | $1,605,000 | 0.80% |
| PCG Wealth Advisors, LLC | 16,460 | $793,000 | 0.50% |
| USAdvisors Wealth Management, LLC | 24,076 | $1,160,000 | 0.50% |
| AVAII WEALTH MANAGEMENT, LLC | 7,966 | $384,000 | 0.36% |
| Atlas Private Wealth Advisors | 15,482 | $746,000 | 0.33% |
| Archford Capital Strategies, LLC | 31,233 | $1,463,000 | 0.33% |
| First Heartland Consultants, Inc. | 29,316 | $1,413,000 | 0.22% |