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 36 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2023
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 37,207$4,211,0003.16%
Sequoia Wealth Management, LLC 13,390$1,512,0001.23%
Well Done, LLC 26,207$2,966,0000.73%
Investors Research Corp 9,073$1,027,0000.55%
DFPG INVESTMENTS, LLC 3,564$408,0000.44%
Santori & Peters, Inc. 4,214$476,0000.40%
Princeton Global Asset Management LLC 4,950$560,0000.38%
Brendel Financial Advisors LLC 3,194$361,0000.32%
Patriot Financial Group Insurance Agency, LLC 4,913$556,0000.28%
Kingsview Wealth Management, LLC 12,875$1,457,0000.22%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders