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 ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 299,675 | $24,186,769 | 4.90% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 647,160 | $52,232 | 1.99% |
| Per Stirling Capital Management, LLC. | 113,171 | $9,134,008 | 1.86% |
| Masso Torrence Wealth Management Inc. | 28,633 | $2,310,953 | 1.67% |
| PENOBSCOT WEALTH MANAGEMENT | 27,602 | $2,228 | 1.63% |
| PSI Advisors, LLC | 41,575 | $3,355,534 | 1.47% |
| PCG Wealth Advisors, LLC | 26,986 | $2,178,053 | 1.35% |
| Concord Wealth Partners | 69,490 | $5,608,573 | 1.21% |
| Milestone Investment Advisors LLC | 39,012 | $3,148,655 | 0.98% |
| Nalls Sherbakoff Group, LLC | 12,844 | $932,889 | 0.92% |