Kalos Management, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 90 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$142,889
+12.7%
409
+0.2%
0.31%
+20.9%
Q1 2023$126,806
+12.6%
4080.0%0.25%0.0%
Q4 2022$112,634
-89.1%
408
-85.7%
0.25%
-9.6%
Q4 2021$1,036,000
+5.0%
2,846
+5.0%
0.28%
+0.7%
Q3 2021$987,000
+46.0%
2,711
+14.4%
0.28%
-3.5%
Q4 2020$676,000
+0.7%
2,370
-3.7%
0.29%
-3.3%
Q3 2020$671,000
+2.0%
2,460
-2.5%
0.30%
+7.9%
Q2 2020$658,000
+1.7%
2,522
-12.1%
0.28%
-3.8%
Q1 2020$647,000
-13.3%
2,870
-4.5%
0.29%
+5.9%
Q4 2019$746,000
+38.7%
3,005
+24.9%
0.27%
+27.1%
Q3 2019$538,000
-48.1%
2,405
-50.8%
0.21%
-54.6%
Q2 2019$1,036,000
+368.8%
4,890
+382.2%
0.47%
+336.1%
Q4 2018$221,000
+7.3%
1,0140.0%0.11%
+16.1%
Q2 2018$206,0001,0140.09%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2018
NameSharesValueWeighting ↓
Reliant Wealth Planning 108,872$25,900,00016.08%
Engrave Wealth Partners LLC 54,444$12,952,00011.53%
Wolf Group Capital Advisors 44,180$10,510,0007.83%
Retirement Group, LLC 45,498$10,824,0006.71%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 12,515$3,093,0003.38%
Systelligence, LLC 33,635$8,002,0002.59%
Jackson Wealth Management, LLC 61,014$14,515,0002.58%
Financial Services Advisory Inc 21,212$5,046,0002.56%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 164,764$39,197,0002.38%
Great Diamond Partners, LLC 18,381$4,372,0001.81%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders