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 300 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
SFMG, LLC 1,599,348$77,728,0008.63%
Ballast, Inc. 392,289$19,065,0008.04%
PRIVATE CAPITAL MANAGEMENT LLC 267,741$13,012,0005.96%
Elevation Capital Advisory, LLC 216,093$10,518,0005.90%
Evensky & Katz LLC 832,861$40,477,0004.13%
Flagship Private Wealth, LLC 92,292$4,537,122,0003.45%
Nikulski Financial, Inc. 127,713$6,326,0002.95%
Opes Wealth Management LLC 147,017$7,145,0002.64%
Legacy Private Trust Co. 624,138$30,333,0002.56%
Cedar Mountain Advisors, LLC 152,267$7,400,0002.44%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders