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

INVESCO EXCHANGE TRADED FD T's ticker is RFG and the CUSIP is 46137V217. A total of 87 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$2,567,000
+6.3%
16,759
-1.9%
1.39%
-0.5%
Q3 2019$2,415,000
-5.0%
17,084
-0.3%
1.40%
-14.8%
Q2 2019$2,542,000
-2.8%
17,142
-0.8%
1.64%
-16.3%
Q1 2019$2,614,000
+16.5%
17,286
+1.4%
1.96%
+13.4%
Q4 2018$2,244,000
+95.3%
17,039
+145.2%
1.73%
+95.1%
Q3 2018$1,149,000
+1.3%
6,950
-1.0%
0.89%
-12.5%
Q2 2018$1,134,000
+0.7%
7,017
-1.4%
1.01%
+3.8%
Q1 2018$1,126,000
+0.4%
7,120
-2.2%
0.98%
-7.8%
Q4 2017$1,122,0007,2821.06%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Arrow Investment Advisors, LLC 132,861$5,206,8224.16%
Twelve Points Wealth Management LLC 139,945$5,484,4492.73%
New England Private Wealth Advisors LLC 199,915$7,834,7721.63%
EisnerAmper Wealth Management Corporate Benefits, LLC 56,640$2,2200.99%
Compton Wealth Advisory Group, LLC 52,500$2,057,4750.71%
KPP Advisory Services LLC 38,075$1,492,1620.49%
Commonwealth Financial Services, LLC 27,095$1,061,8530.32%
COLDSTREAM CAPITAL MANAGEMENT INC 213,525$8,368,0420.27%
American Institute for Advanced Investment Management, LLP 5,485$214,9580.20%
Treynor Bancshares, Inc. 5,145$201,6290.13%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders