INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 1 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,778 | -20.6% | 4,751 | -23.4% | 0.08% | -19.8% |
| Q2 2023 | $288,076 | -52.9% | 6,203 | -53.8% | 0.10% | -53.0% |
| Q1 2023 | $611,647 | -5.9% | 13,434 | -5.5% | 0.22% | -5.7% |
| Q4 2022 | $650,035 | -2.4% | 14,212 | -12.1% | 0.23% | -10.2% |
| Q3 2022 | $666,000 | -31.3% | 16,169 | -25.9% | 0.25% | -23.3% |
| Q2 2022 | $969,000 | -24.5% | 21,825 | -8.4% | 0.33% | -8.8% |
| Q1 2022 | $1,284,000 | – | 23,837 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 285,031 | $7,522,000 | 1.32% |
| Tolleson Wealth Management, Inc. | 33,333 | $880,000 | 0.52% |
| Ullmann Wealth Partners Group, LLC | 10,122 | $267,000 | 0.20% |
| CONDOR CAPITAL MANAGEMENT | 38,244 | $1,009,000 | 0.18% |
| Clearwater Capital Advisors, LLC | 30,260 | $799,000 | 0.18% |
| Institute for Wealth Management, LLC. | 11,070 | $292,000 | 0.12% |
| OPTIMUM INVESTMENT ADVISORS | 3,000 | $79,000 | 0.03% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 51,785 | $1,367,000 | 0.01% |
| TRUEWEALTH LLC | 746 | $20,000 | 0.01% |
| LPL Financial LLC | 131,448 | $3,469,000 | 0.01% |