INVESCO EXCHANGE TRADED FD T's ticker is XMHQ and the CUSIP is 46137V472.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,523,520 | +1368.1% | 43,749 | +1036.0% | 0.03% | +933.3% |
| Q3 2022 | $240,000 | -28.4% | 3,851 | -26.8% | 0.00% | 0.0% |
| Q2 2022 | $335,000 | -94.2% | 5,263 | -93.1% | 0.00% | -93.2% |
| Q1 2022 | $5,738,000 | +12.2% | 75,963 | +19.2% | 0.04% | +15.8% |
| Q4 2021 | $5,115,000 | +35.7% | 63,750 | +28.5% | 0.04% | +58.3% |
| Q3 2021 | $3,768,000 | +127.7% | 49,601 | +131.8% | 0.02% | +71.4% |
| Q2 2021 | $1,655,000 | +468.7% | 21,401 | +460.5% | 0.01% | +366.7% |
| Q1 2021 | $291,000 | – | 3,818 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colonial River Wealth Management, LLC | 36,240 | $2,304,000 | 1.51% |
| PSI Advisors, LLC | 44,203 | $2,810,000 | 1.38% |
| Plan Group Financial, LLC | 18,656 | $593,572,000 | 1.02% |
| Masso Torrence Wealth Management Inc. | 13,209 | $840,000 | 0.74% |
| Good Life Advisors, LLC | 79,970 | $5,084,000 | 0.71% |
| Concord Wealth Partners | 40,450 | $2,571,000 | 0.71% |
| Perennial Investment Advisors, LLC | 26,028 | $1,663,000 | 0.65% |
| Redwood Financial Network Corp | 9,286 | $590,000 | 0.64% |
| GREAT VALLEY ADVISOR GROUP, INC. | 172,553 | $10,969,000 | 0.60% |
| Cedar Brook Financial Partners, LLC | 27,302 | $1,736,000 | 0.54% |