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 ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 93,498 | $4,706,000 | 2.69% |
| Fulcrum Equity Management | 52,484 | $2,642,000 | 1.02% |
| Crescent Capital Consulting, LLC | 53,582 | $2,701,000 | 0.50% |
| Tolleson Wealth Management, Inc. | 30,000 | $1,510,000 | 0.43% |
| Fermata Advisors, LLC | 17,619 | $887,000 | 0.39% |
| Cardan Capital Partners, LLC | 47,563 | $2,394,000 | 0.27% |
| Archford Capital Strategies, LLC | 19,078 | $960,000 | 0.23% |
| Gladstone Institutional Advisory LLC | 36,400 | $1,832 | 0.18% |
| Armbruster Capital Management, Inc. | 9,094 | $458,000 | 0.13% |
| MONECO Advisors, LLC | 6,389 | $322,000 | 0.13% |