BigSur Wealth Management LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RYT and the CUSIP is 46137V282. A total of 299 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$703,750
-4.3%
25,000
+900.0%
0.36%
+1.1%
Q2 2023$735,225
+6.6%
2,5000.0%0.35%
+8.3%
Q1 2023$689,950
+13.6%
2,5000.0%0.32%
+10.6%
Q4 2022$607,450
+7.3%
2,5000.0%0.29%
+2.4%
Q3 2022$566,000
-4.2%
2,5000.0%0.29%
+2.9%
Q2 2022$591,000
-18.3%
2,5000.0%0.28%
-1.4%
Q1 2022$723,000
-10.7%
2,5000.0%0.28%
-11.0%
Q4 2021$810,000
+12.3%
2,5000.0%0.32%
-2.2%
Q3 2021$721,000
-0.6%
2,5000.0%0.32%
-0.9%
Q2 2021$725,000
+7.4%
2,5000.0%0.33%
-5.5%
Q1 2021$675,000
+6.5%
2,5000.0%0.35%
-3.4%
Q4 2020$634,000
+20.3%
2,5000.0%0.36%
+6.5%
Q3 2020$527,000
+5.8%
2,5000.0%0.34%
-5.6%
Q2 2020$498,000
+24.8%
2,5000.0%0.36%
+19.1%
Q1 2020$399,0002,5000.30%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Davis Investment Partners, LLC 1,871,891$52,191,34427.78%
Essex Private Wealth Management, LLC 71,546$2,014,0166.88%
Activest Wealth Management 367,772$10,352,7696.37%
Chicago Wealth Management, Inc. 256,713$7,226,4705.69%
Treynor Bancshares, Inc. 241,623$6,801,6874.32%
Bouchey Financial Group Ltd 1,211,547$34,105,0484.18%
ISLAY CAPITAL MANAGEMENT, LLC 174,025$4,898,8044.10%
Richard Bernstein Advisors LLC 6,074,111$170,986,2273.82%
Joseph P. Lucia & Associates, LLC 192,161$5,409,3433.78%
Yoder Wealth Management, Inc. 127,597$3,591,8562.96%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders