Perigon Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 706 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2019. The put-call ratio across all filers is 0.23 and the average weighting 0.9%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$7,016,266
-49.7%
49,518
-46.9%
0.28%
+3.6%
Q2 2023$13,949,690
+115.3%
93,222
+108.1%
0.27%
-25.5%
Q1 2023$6,477,699
+5.9%
44,791
+3.5%
0.37%
+94.7%
Q4 2022$6,114,622
+14.1%
43,289
+2.8%
0.19%
-59.2%
Q3 2022$5,359,000
-1.9%
42,107
+3.4%
0.46%
+1.3%
Q2 2022$5,464,000
-8.0%
40,705
+8.1%
0.46%
+8.8%
Q1 2022$5,939,000
+0.9%
37,655
+4.1%
0.42%
-0.2%
Q4 2021$5,885,000
+11.4%
36,162
+2.5%
0.42%
-8.3%
Q3 2021$5,284,000
-1.1%
35,266
-0.5%
0.46%
-3.4%
Q2 2021$5,341,000
+44.8%
35,437
+36.1%
0.48%
+26.3%
Q1 2021$3,688,000
+16.5%
26,035
+4.9%
0.38%
+2.2%
Q4 2020$3,165,000
+44.4%
24,813
+22.4%
0.37%
+20.3%
Q3 2020$2,192,000
+7.2%
20,278
+0.9%
0.31%
-5.6%
Q2 2020$2,044,000
+29.4%
20,090
+17.3%
0.32%
+10.2%
Q1 2020$1,579,000
-31.9%
17,121
-14.7%
0.29%
-38.0%
Q4 2019$2,320,000
+12.0%
20,080
+4.5%
0.47%
-2.5%
Q3 2019$2,071,000
+17.7%
19,220
+17.8%
0.49%
+18.0%
Q2 2019$1,759,000
+24.4%
16,321
+20.8%
0.41%
+25.2%
Q1 2019$1,414,000
+44.9%
13,512
+26.6%
0.33%
+32.1%
Q4 2018$976,000
-19.8%
10,669
-6.4%
0.25%
-17.0%
Q3 2018$1,217,000
-77.3%
11,397
-72.9%
0.30%
-35.2%
Q3 2011$5,359,00042,1070.46%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2019
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,246,487$134,758,00018.70%
HOWARD FINANCIAL SERVICES, LTD. 183,960$19,888,00012.85%
AlphaCore Capital LLC 130,090$14,064,00012.75%
TOTAL INVESTMENT MANAGEMENT INC 388,269$41,743,00012.06%
SPC Financial, Inc. 567,667$61,370,00010.58%
MANCHESTER FINANCIAL INC 123,031$13,301,00010.10%
MARINER INVESTMENT GROUP LLC 31,300$3,384,0009.37%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 311,936$33,723,0008.82%
Sterneck Capital Management, LLC 95,024$10,273,0008.68%
Jackson, Grant Investment Advisers, Inc. 128,045$13,843,0008.32%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders