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 102 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Gradient Investments LLC 333,734$40,123,0002.59%
Seneca House Advisors 16,304$1,960,0001.70%
SignalPoint Asset Management, LLC 29,417$3,537,0001.55%
ENTERPRISE FINANCIAL SERVICES CORP 52,370$6,297,0001.37%
Financial Gravity Asset Management, Inc. 11,301$1,386,0001.12%
Northeast Financial Consultants Inc 71,791$8,631,0000.96%
Joseph P. Lucia & Associates, LLC 787,062$6,339,0000.47%
RBA Wealth Management, LLC 3,593$440,0000.34%
Jaffetilchin Investment Partners, LLC 6,346$763,0000.17%
GREAT VALLEY ADVISOR GROUP, INC. 3,130$377,0000.12%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders