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

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,151 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is 1.91 and the average weighting 1.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$21,698
-26.5%
145
-28.9%
0.00%
-33.3%
Q1 2023$29,503
+1989.4%
204
+1940.0%
0.00%
Q4 2022$1,412
+41.2%
100.0%0.00%
Q3 2022$1,0000.0%100.0%0.00%
Q2 2022$1,000
-50.0%
100.0%0.00%
Q1 2022$2,0000.0%100.0%0.00%
Q4 2021$2,000
+100.0%
100.0%0.00%
Q3 2021$1,000
-50.0%
100.0%0.00%
Q2 2021$2,000
+100.0%
100.0%0.00%
Q1 2021$1,000
-50.0%
10
-44.4%
0.00%
Q4 2020$2,0000.0%180.0%0.00%
Q3 2020$2,000180.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,240,079$126,190,00019.88%
AlphaCore Capital LLC 134,086$13,644,00013.60%
HOWARD FINANCIAL SERVICES, LTD. 184,257$18,750,00013.32%
MANCHESTER FINANCIAL INC 146,637$14,922,00012.12%
Sterneck Capital Management, LLC 93,750$9,540,0008.99%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 313,731$31,925,0008.85%
Jackson, Grant Investment Advisers, Inc. 129,702$13,198,0008.40%
Carlton Hofferkamp & Jenks Wealth Management, LLC 133,312$14,363,0008.19%
WESCAP Management Group, Inc. 208,337$21,200,0007.49%
Silicon Hills Wealth Management, LLC 60,251$6,131,0007.35%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders