Optimal Asset Management, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is SPHQ and the CUSIP is 46137V241. A total of 230 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Optimal Asset Management, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2021$1,370,000
-57.1%
28,224
-57.0%
0.17%
-54.8%
Q2 2021$3,192,000
+81.4%
65,672
+65.5%
0.38%
+65.8%
Q1 2021$1,760,000
+7.1%
39,690
+1.6%
0.23%
-2.1%
Q4 2020$1,644,000
+100.7%
39,060
+84.3%
0.23%
+95.8%
Q3 2020$819,000
+9.5%
21,193
+0.3%
0.12%
-1.7%
Q2 2020$748,000
+251.2%
21,127
+196.9%
0.12%
+505.0%
Q1 2020$213,000
-58.8%
7,117
-49.6%
0.02%
-74.7%
Q4 2019$517,00014,1350.08%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
SFMG, LLC 1,599,348$77,728,0008.63%
Ballast, Inc. 392,289$19,065,0008.04%
PRIVATE CAPITAL MANAGEMENT LLC 267,741$13,012,0005.96%
Elevation Capital Advisory, LLC 216,093$10,518,0005.90%
Evensky & Katz LLC 832,861$40,477,0004.13%
Flagship Private Wealth, LLC 92,292$4,537,122,0003.45%
Nikulski Financial, Inc. 127,713$6,326,0002.95%
Opes Wealth Management LLC 147,017$7,145,0002.64%
Legacy Private Trust Co. 624,138$30,333,0002.56%
Cedar Mountain Advisors, LLC 152,267$7,400,0002.44%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders