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 154 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2020
NameSharesValueWeighting ↓
Reliant Wealth Planning 112,316$37,065,00019.64%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 35,763$11,802,0008.37%
Retirement Group, LLC 53,254$17,574,0008.08%
Wolf Group Capital Advisors 44,542$14,699,0008.01%
Diversified, LLC 36,139$11,926,0006.34%
LITTLE HOUSE CAPITAL LLC 12,920$4,264,0002.50%
MRA Advisory Group 8,072$2,664,0002.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 163,306$53,892,0002.12%
Cedar Wealth Management, LLC 12,424$4,100,0001.82%
SignalPoint Asset Management, LLC 12,412$4,096,0001.31%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders