ROPES WEALTH ADVISORS LLC - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,151 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is 1.91 and the average weighting 1.0%.

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Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$469,388
+18.5%
3,313
+25.2%
0.09%
+37.9%
Q2 2023$395,991
+7.3%
2,646
+3.7%
0.07%
-1.5%
Q1 2023$369,061
+21.6%
2,552
+18.8%
0.07%
+21.8%
Q4 2022$303,588
+10.8%
2,1490.0%0.06%
-5.2%
Q3 2022$274,000
-4.9%
2,1490.0%0.06%
-1.7%
Q2 2022$288,000
-15.0%
2,1490.0%0.06%
+1.7%
Q1 2022$339,000
-3.1%
2,1490.0%0.06%
-6.5%
Q4 2021$350,000
+8.7%
2,1490.0%0.06%
+19.2%
Q3 2021$322,000
-0.6%
2,1490.0%0.05%
+2.0%
Q2 2021$324,000
+0.9%
2,1490.0%0.05%
-8.9%
Q1 2021$321,000
+17.2%
2,1490.0%0.06%
+30.2%
Q4 2020$274,000
-38.3%
2,149
-47.7%
0.04%
-54.3%
Q3 2019$444,000
+0.2%
4,1120.0%0.09%
+1.1%
Q2 2019$443,000
-10.5%
4,112
-31.0%
0.09%
-29.0%
Q1 2019$495,000
+31.6%
5,962
+45.0%
0.13%
+21.3%
Q4 2018$376,000
-14.4%
4,1120.0%0.11%
-0.9%
Q3 2018$439,000
+4.8%
4,1120.0%0.11%
-3.5%
Q2 2018$419,000–4,112–0.11%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
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