INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 1 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,242 | -27.0% | 4,761 | -29.6% | 0.01% | -31.2% |
| Q2 2023 | $313,860 | +55.8% | 6,758 | +52.7% | 0.02% | +33.3% |
| Q1 2023 | $201,512 | -35.5% | 4,426 | -35.2% | 0.01% | -42.9% |
| Q4 2022 | $312,338 | +2.7% | 6,829 | -7.6% | 0.02% | -8.7% |
| Q3 2022 | $304,000 | -5.9% | 7,389 | +1.5% | 0.02% | -8.0% |
| Q2 2022 | $323,000 | -18.0% | 7,280 | -0.4% | 0.02% | -7.4% |
| Q1 2022 | $394,000 | +6.5% | 7,311 | +6.3% | 0.03% | +3.8% |
| Q4 2021 | $370,000 | +14.2% | 6,875 | +6.9% | 0.03% | +8.3% |
| Q3 2021 | $324,000 | – | 6,429 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 285,031 | $7,522,000 | 1.32% |
| Tolleson Wealth Management, Inc. | 33,333 | $880,000 | 0.52% |
| Ullmann Wealth Partners Group, LLC | 10,122 | $267,000 | 0.20% |
| CONDOR CAPITAL MANAGEMENT | 38,244 | $1,009,000 | 0.18% |
| Clearwater Capital Advisors, LLC | 30,260 | $799,000 | 0.18% |
| Institute for Wealth Management, LLC. | 11,070 | $292,000 | 0.12% |
| OPTIMUM INVESTMENT ADVISORS | 3,000 | $79,000 | 0.03% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 51,785 | $1,367,000 | 0.01% |
| TRUEWEALTH LLC | 746 | $20,000 | 0.01% |
| LPL Financial LLC | 131,448 | $3,469,000 | 0.01% |