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 ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 299,675 | $24,186,769 | 4.90% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 647,160 | $52,232 | 1.99% |
| Per Stirling Capital Management, LLC. | 113,171 | $9,134,008 | 1.86% |
| Masso Torrence Wealth Management Inc. | 28,633 | $2,310,953 | 1.67% |
| PENOBSCOT WEALTH MANAGEMENT | 27,602 | $2,228 | 1.63% |
| PSI Advisors, LLC | 41,575 | $3,355,534 | 1.47% |
| PCG Wealth Advisors, LLC | 26,986 | $2,178,053 | 1.35% |
| Concord Wealth Partners | 69,490 | $5,608,573 | 1.21% |
| Milestone Investment Advisors LLC | 39,012 | $3,148,655 | 0.98% |
| Nalls Sherbakoff Group, LLC | 12,844 | $932,889 | 0.92% |