Wealth Architects, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 911 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$617,485
+0.9%
4,358
+6.6%
0.10%
+4.0%
Q2 2023$611,692
+3.5%
4,088
+0.0%
0.10%
-3.8%
Q1 2023$590,866
+11.9%
4,086
+9.3%
0.10%
+5.0%
Q4 2022$528,175
+11.0%
3,7390.0%0.10%0.0%
Q3 2022$476,000
-3.3%
3,739
+2.0%
0.10%
+4.2%
Q2 2022$492,000
-14.9%
3,6670.0%0.10%
-2.0%
Q1 2022$578,000
-3.2%
3,6670.0%0.10%
-6.7%
Q4 2021$597,000
+8.7%
3,667
+0.0%
0.10%
-1.9%
Q3 2021$549,000
-0.7%
3,6660.0%0.11%
-0.9%
Q2 2021$553,000
+0.9%
3,666
-5.3%
0.11%
-9.2%
Q1 2021$548,000
+4.0%
3,870
-6.3%
0.12%
-3.3%
Q4 2020$527,000
+27.3%
4,130
+7.9%
0.12%
+9.8%
Q3 2020$414,0000.0%3,829
-5.9%
0.11%
-3.4%
Q2 2020$414,000
+18.6%
4,069
-2.2%
0.12%
-4.1%
Q1 2020$349,000
-27.4%
4,159
+0.0%
0.12%
-9.7%
Q4 2019$481,000
+7.1%
4,1580.0%0.13%
-2.2%
Q3 2019$449,000
+0.2%
4,158
+0.0%
0.14%
+1.5%
Q2 2019$448,000
-2.4%
4,157
-5.4%
0.14%
-5.6%
Q1 2019$459,000
+14.2%
4,3960.0%0.14%
-0.7%
Q4 2018$402,000
-14.3%
4,396
+0.0%
0.14%
-0.7%
Q3 2018$469,000
-11.5%
4,395
-15.5%
0.14%
-15.7%
Q2 2018$530,0005,2000.17%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2021
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,246,487$134,758,00018.70%
HOWARD FINANCIAL SERVICES, LTD. 183,960$19,888,00012.85%
AlphaCore Capital LLC 130,090$14,064,00012.75%
TOTAL INVESTMENT MANAGEMENT INC 388,269$41,743,00012.06%
SPC Financial, Inc. 567,667$61,370,00010.58%
MANCHESTER FINANCIAL INC 123,031$13,301,00010.10%
MARINER INVESTMENT GROUP LLC 31,300$3,384,0009.37%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 311,936$33,723,0008.82%
Sterneck Capital Management, LLC 95,024$10,273,0008.68%
Jackson, Grant Investment Advisers, Inc. 128,045$13,843,0008.32%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders