Shakespeare Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RZG and the CUSIP is 46137V175. A total of 1 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2018. The put-call ratio across all filers is - and the average weighting 3.9%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2019$4,550,000
+4.3%
38,513
-5.8%
2.46%
-2.4%
Q3 2019$4,362,000
-1.9%
40,895
+2.2%
2.52%
-12.1%
Q2 2019$4,448,000
+5.6%
40,001
+7.5%
2.87%
-9.1%
Q1 2019$4,211,000
+13.7%
37,207
+4.6%
3.16%
+10.6%
Q4 2018$3,704,000
-27.2%
35,565
-6.4%
2.85%
-27.3%
Q3 2018$5,089,000
+1.1%
38,015
-4.1%
3.92%
-12.6%
Q2 2018$5,036,000
+11.2%
39,653
+0.8%
4.49%
+14.6%
Q1 2018$4,530,000
+6.6%
39,353
+6.1%
3.92%
-2.0%
Q4 2017$4,249,00037,1024.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2018
NameSharesValueWeighting ↓
Twelve Points Wealth Management LLC 10,759$1,793,0001.45%
Investors Research Corp 15,853$2,642,0000.80%
WILLNER & HELLER, LLC 3,601$575,0000.76%
PACIFIC SUN FINANCIAL CORP 8,350$1,392,0000.74%
Purus Wealth Management, LLC 4,683$781,0000.49%
American Institute for Advanced Investment Management, LLP 1,670$278,0000.19%
Kaydan Wealth Management, Inc. 2,829$471,4730.18%
Western Wealth Management, LLC 5,387$898,0000.09%
Retirement Planning Co of New England, Inc. 837$139,0000.07%
CWM, LLC 46,025$7,670,0000.05%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders