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

INVESCO EXCHANGE TRADED FD T's ticker is SPHQ and the CUSIP is 46137V241. A total of 393 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$8,520,628
+4.9%
168,893
-1.6%
0.85%
+1.8%
Q1 2023$8,120,891
+9.0%
171,616
+1.4%
0.84%
+3.6%
Q4 2022$7,450,534
+19.7%
169,330
+8.1%
0.81%
+8.5%
Q3 2022$6,224,000
-1.9%
156,616
+3.6%
0.74%
+2.5%
Q2 2022$6,346,000
-6.9%
151,105
+10.7%
0.73%
-0.3%
Q1 2022$6,814,000136,5330.73%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 1,155,152$61,466,0009.86%
Financial Services Advisory Inc 561,406$27,810,0008.88%
SFMG, LLC 1,632,111$86,845,0008.44%
Ballast, Inc. 373,476$19,872,0007.73%
Flagship Private Wealth, LLC 124,927$6,647,0004.86%
WIN ADVISORS, INC 384,123$20,439,0004.68%
PRIVATE CAPITAL MANAGEMENT LLC 244,483$13,009,0004.49%
CPR Investments Inc. 115,696$6,156,0004.41%
Evensky & Katz LLC 815,325$43,383,0004.18%
WJ Wealth Management, LLC 128,525$6,839,0004.09%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders