Sugarloaf 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 652 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2020. The put-call ratio across all filers is 1.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$10,911,196
+665.5%
77,008
+708.4%
2.76%
+726.0%
Q2 2023$1,425,417
+1.0%
9,526
-2.4%
0.33%
-3.7%
Q1 2023$1,411,539
-6.2%
9,760
-8.4%
0.35%
-8.2%
Q4 2022$1,504,883
-87.9%
10,654
-89.1%
0.38%
-88.1%
Q3 2022$12,432,000
-2.1%
97,561
+3.1%
3.18%
+0.1%
Q2 2022$12,698,000
+29.0%
94,597
+51.7%
3.18%
+36.4%
Q1 2022$9,847,000
-1.0%
62,362
+2.1%
2.33%
-1.1%
Q4 2021$9,942,000
+12.4%
61,089
+3.5%
2.36%
+1.3%
Q3 2021$8,843,000
+0.0%
59,027
+0.8%
2.33%
-3.4%
Q2 2021$8,841,000
+6.3%
58,582
-0.2%
2.41%
-3.0%
Q1 2021$8,320,000
+44.6%
58,708
+30.1%
2.48%
+29.0%
Q4 2020$5,754,000
+20.5%
45,113
+2.9%
1.93%
+10.6%
Q3 2020$4,777,000
+336.7%
43,834
+307.8%
1.74%
+314.8%
Q2 2020$1,094,000
+47.2%
10,750
+21.5%
0.42%
+26.1%
Q1 2020$743,000
+75.7%
8,845
+142.2%
0.33%
+85.0%
Q4 2019$423,0003,6520.18%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2020
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