INVESCO EXCHANGE TRADED FD T's ticker is XMHQ and the CUSIP is 46137V472.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,885 | -6.9% | 5,474 | -6.7% | 0.02% | -16.0% |
| Q2 2023 | $473,360 | -15.8% | 5,865 | -23.5% | 0.02% | -24.2% |
| Q1 2023 | $562,468 | -7.3% | 7,664 | -12.8% | 0.03% | -19.5% |
| Q4 2022 | $606,819 | -12.4% | 8,786 | -21.0% | 0.04% | -22.6% |
| Q3 2022 | $693,000 | +33.8% | 11,127 | +36.7% | 0.05% | +32.5% |
| Q2 2022 | $518,000 | -52.4% | 8,141 | -43.5% | 0.04% | -47.4% |
| Q1 2022 | $1,089,000 | – | 14,412 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colonial River Wealth Management, LLC | 36,240 | $2,304,000 | 1.51% |
| PSI Advisors, LLC | 44,203 | $2,810,000 | 1.38% |
| Plan Group Financial, LLC | 18,656 | $593,572,000 | 1.02% |
| Masso Torrence Wealth Management Inc. | 13,209 | $840,000 | 0.74% |
| Good Life Advisors, LLC | 79,970 | $5,084,000 | 0.71% |
| Concord Wealth Partners | 40,450 | $2,571,000 | 0.71% |
| Perennial Investment Advisors, LLC | 26,028 | $1,663,000 | 0.65% |
| Redwood Financial Network Corp | 9,286 | $590,000 | 0.64% |
| GREAT VALLEY ADVISOR GROUP, INC. | 172,553 | $10,969,000 | 0.60% |
| Cedar Brook Financial Partners, LLC | 27,302 | $1,736,000 | 0.54% |