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

INVESCO EXCHANGE TRADED FD T's ticker is RGI and the CUSIP is 46137V324. A total of 111 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$777,919
-6.1%
20,316
+401.3%
0.02%
-82.7%
Q2 2023$828,896
+9.3%
4,053
+0.3%
0.11%0.0%
Q1 2023$758,335
+5.6%
4,041
+0.3%
0.11%
-0.9%
Q4 2022$718,416
+15.1%
4,0300.0%0.11%
+7.8%
Q3 2022$624,000
-3.4%
4,0300.0%0.10%0.0%
Q2 2022$646,000
-72.8%
4,030
-68.1%
0.10%
-67.0%
Q1 2022$2,379,000
+65.3%
12,615
+73.3%
0.31%
+66.0%
Q4 2021$1,439,000
+8.5%
7,278
+0.1%
0.19%
-1.6%
Q3 2021$1,326,000
-2.1%
7,271
+0.1%
0.19%
-2.1%
Q2 2021$1,355,0007,2630.20%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2021
NameSharesValueWeighting ↓
Davis Investment Partners, LLC 334,890$13,991,7046.68%
Carmel Capital Management L.L.C. 35,823$7,325,8043.80%
AFFINITY WEALTH MANAGEMENT LLC 74,617$15,259,0893.50%
New Millennium Group LLC 17,573$3,593,6793.30%
Milestone Advisory Partners 15,784$3,227,8282.92%
Joseph P. Lucia & Associates, LLC 11,072$2,264,2241.52%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 31,529$6,401,9621.32%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 88,471$17,964,0341.28%
Choice Wealth Advisors, LLC 8,445$1,727,0031.18%
Burns Matteson Capital Management, LLC 9,009$1,842,4251.13%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders