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 833 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 5.46 and the average weighting 0.8%.

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 Q4 2020
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 645,012$82,264,81949.66%
LBMC INVESTMENT ADVISORS, LLC 1,259,287$160,609,00018.92%
Sightline Wealth Advisors, LLC 137,283$17,509,00017.25%
JD Financial Services Inc. 100,260$12,787,00013.94%
MOULTON WEALTH MANAGEMENT, INC 125,432$16,453,00013.25%
AlphaCore Capital LLC 139,177$17,751,00013.23%
Astor Investment Management LLC 467,940$59,681,00013.14%
HOWARD FINANCIAL SERVICES, LTD. 193,013$24,617,00012.97%
SPC Financial, Inc. 681,187$86,879,00012.22%
MJP ASSOCIATES INC /ADV 196,399$25,049,00010.55%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders