INVESCO EXCHANGE TRADED FD T's ticker is XSMO and the CUSIP is 46137V498. A total of 1 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,505,068 | +7.2% | 31,027 | +7.2% | 0.01% | +8.3% |
| Q2 2023 | $1,403,605 | -6.3% | 28,950 | -10.5% | 0.01% | -14.3% |
| Q1 2023 | $1,497,449 | +100467.4% | 32,333 | +2.4% | 0.01% | – |
| Q4 2022 | $1,489 | -99.9% | 31,582 | +11.6% | 0.00% | -100.0% |
| Q3 2022 | $1,227,000 | +2.7% | 28,294 | +3.9% | 0.01% | +27.3% |
| Q2 2022 | $1,195,000 | -7.7% | 27,234 | +9.2% | 0.01% | +10.0% |
| Q1 2022 | $1,295,000 | +16.7% | 24,931 | +26.8% | 0.01% | +25.0% |
| Q4 2021 | $1,110,000 | +7.7% | 19,669 | +1.6% | 0.01% | +14.3% |
| Q3 2021 | $1,031,000 | +5.7% | 19,357 | +8.6% | 0.01% | -22.2% |
| Q2 2021 | $975,000 | +5031.6% | 17,819 | +3326.7% | 0.01% | – |
| Q2 2020 | $19,000 | – | 520 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 120,741 | $6,271,000 | 1.51% |
| Sculati Wealth Management, LLC | 21,157 | $1,099,000 | 0.54% |
| Tolleson Wealth Management, Inc. | 29,468 | $1,530,000 | 0.45% |
| Southland Equity Partners LLC | 10,685 | $554,932 | 0.23% |
| Institute for Wealth Management, LLC. | 21,003 | $1,091,000 | 0.18% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 4,000 | $207,742 | 0.12% |
| GeoWealth Management, LLC | 19,648 | $1,021,000 | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 113,412 | $5,884,000 | 0.08% |
| ERn Financial, LLC | 6,269 | $326,000 | 0.07% |
| Cedar Wealth Management, LLC | 3,240 | $168,000 | 0.07% |