Klingman & Associates, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 30 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,177,492
+0.0%
15,368
+5.6%
0.18%0.0%
Q2 2023$2,176,963
+4.8%
14,548
+1.3%
0.18%
-1.7%
Q1 2023$2,077,901
+2.4%
14,3680.0%0.18%
+0.6%
Q4 2022$2,029,480
+11.0%
14,3680.0%0.18%
-1.1%
Q3 2022$1,829,000
-5.2%
14,3680.0%0.18%
-4.3%
Q2 2022$1,929,000
-15.8%
14,368
-1.0%
0.19%
-3.6%
Q1 2022$2,290,000
-3.1%
14,5200.0%0.20%
-3.9%
Q4 2021$2,363,000
+8.6%
14,5200.0%0.20%0.0%
Q3 2021$2,175,000
-12.8%
14,520
-12.2%
0.20%
-15.1%
Q2 2021$2,493,000
+20.1%
16,540
+12.9%
0.24%
+11.2%
Q1 2021$2,075,000
+11.1%
14,6500.0%0.22%
-0.5%
Q4 2020$1,868,000
+200.3%
14,650
+154.8%
0.22%
+157.1%
Q3 2020$622,000
+6.3%
5,7500.0%0.08%
-5.6%
Q2 2020$585,000
-28.6%
5,750
-41.0%
0.09%
-46.7%
Q1 2020$819,000
+23.2%
9,750
+69.6%
0.17%
+53.2%
Q4 2019$665,000
+7.1%
5,7500.0%0.11%
-1.8%
Q3 2019$621,000
+0.2%
5,7500.0%0.11%
-3.5%
Q2 2019$620,000
-3.4%
5,750
-6.5%
0.12%
-8.0%
Q1 2019$642,000
+14.2%
6,1500.0%0.12%
-1.6%
Q4 2018$562,000
-19.7%
6,150
-6.1%
0.13%
-11.2%
Q3 2018$700,000
+4.9%
6,5500.0%0.14%
-0.7%
Q2 2018$667,0006,5500.14%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 743,775$117,300,73736.64%
Choate Investment Advisors 3,116,643$491,526,00026.11%
LBMC INVESTMENT ADVISORS, LLC 1,450,051$228,687,00020.24%
Sightline Wealth Advisors, LLC 149,117$23,517,00019.58%
Bickling Financial Services, Inc. 229,370$36,174,00018.56%
Horizon Wealth Management, LLC 375,870$59,278,00018.42%
AdvisorShares Investments LLC 636,600$100,398,00016.52%
AlphaCore Capital LLC 258,796$40,815,00015.84%
DB Wealth Management Group, LLC 162,499$25,628,00015.45%
SPC Financial, Inc. 820,274$129,365,00015.02%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders