AllSquare Wealth Management LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RZV and the CUSIP is 46137V167. A total of 58 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$6,881,063
+4.9%
75,545
-0.8%
4.49%
+5.3%
Q2 2023$6,558,366
-5.0%
76,149
+0.0%
4.26%
-4.6%
Q1 2023$6,903,802
+1.7%
76,134
-0.9%
4.47%
-4.1%
Q4 2022$6,791,563
+13.9%
76,844
-1.6%
4.66%
+8.1%
Q3 2022$5,961,000
-6.3%
78,092
+2.0%
4.31%
-0.5%
Q2 2022$6,362,000
-13.9%
76,571
+0.3%
4.33%
-2.4%
Q1 2022$7,388,000
-1.1%
76,374
-1.6%
4.44%
+2.0%
Q4 2021$7,468,000
-1.1%
77,609
-4.5%
4.35%
-3.6%
Q3 2021$7,551,000
-9.8%
81,231
-7.9%
4.51%
-7.7%
Q2 2021$8,371,000
-1.8%
88,156
-8.5%
4.88%
-7.3%
Q1 2021$8,527,000
+30.3%
96,398
-2.0%
5.27%
+20.6%
Q4 2020$6,544,000
+32.3%
98,363
+0.6%
4.37%
+21.6%
Q3 2020$4,947,000
+7.7%
97,783
+0.3%
3.60%
+3.9%
Q2 2020$4,592,000
+84.5%
97,487
+35.8%
3.46%
+59.8%
Q1 2020$2,489,000
-51.1%
71,777
-1.5%
2.16%
-39.0%
Q4 2019$5,091,000
+9.9%
72,845
+0.8%
3.55%
+3.5%
Q3 2019$4,634,000
+7.9%
72,279
+5.1%
3.43%
+7.2%
Q2 2019$4,296,000
-4.1%
68,797
+0.6%
3.20%
-5.0%
Q1 2019$4,482,000
+19.1%
68,369
+5.0%
3.37%
+8.3%
Q4 2018$3,762,000
-24.4%
65,097
+0.6%
3.11%
-16.2%
Q3 2018$4,978,000
-3.7%
64,697
-3.2%
3.71%
-5.0%
Q2 2018$5,169,00066,8373.91%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
MJP ASSOCIATES INC /ADV 247,455$20,560,0005.76%
AllSquare Wealth Management LLC 76,571$6,362,0004.33%
Armbruster Capital Management, Inc. 101,609$8,442,0002.28%
THEORY FINANCIAL LLC 36,557$3,041,0002.18%
Arete Wealth Advisors, LLC 216,495$17,988,0001.82%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 24,012$1,995,0001.51%
Systematic Alpha Investments, LLC 306,488$25,465,0001.44%
BlackDiamond Wealth Management, LLC 11,829$1,030,0001.28%
First Heartland Consultants, Inc. 65,490$5,441,0000.85%
First Capital Advisors Group, LLC. 12,100$1,005,0000.69%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders