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

INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 122 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$7,152
+2.0%
1540.0%0.02%
+7.1%
Q1 2023$7,012
-0.5%
1540.0%0.01%
-12.5%
Q4 2022$7,0441540.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2022
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 291,730$8,629,0001.40%
Tolleson Wealth Management, Inc. 33,333$986,0000.68%
CONDOR CAPITAL MANAGEMENT 37,688$1,115,0000.18%
Ullmann Wealth Partners Group, LLC 8,288$245,0000.16%
Clearwater Capital Advisors, LLC 20,120$595,0000.11%
Institute for Wealth Management, LLC. 11,070$327,0000.07%
OPTIMUM INVESTMENT ADVISORS 3,000$89,0000.03%
CWM, LLC 70,452$3,574,0000.03%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 51,260$1,516,0000.01%
LPL Financial LLC 128,463$3,800,0000.01%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders