INVESCO EXCHANGE TRADED FD T's ticker is CSD and the CUSIP is 46137V159. A total of 29 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,034 | +5.3% | 2,785 | +6.8% | 0.00% | – |
| Q2 2023 | $148,137 | +1.2% | 2,607 | +0.8% | 0.00% | – |
| Q1 2023 | $146,441 | +8.5% | 2,587 | 0.0% | 0.00% | – |
| Q4 2022 | $135,000 | +8.9% | 2,587 | 0.0% | 0.00% | – |
| Q3 2022 | $124,000 | -32.6% | 2,587 | -29.9% | 0.00% | – |
| Q2 2022 | $184,000 | -29.0% | 3,688 | -21.3% | 0.00% | -100.0% |
| Q1 2022 | $259,000 | -15.9% | 4,689 | -5.0% | 0.00% | 0.0% |
| Q4 2021 | $308,000 | -3.8% | 4,937 | -2.6% | 0.00% | 0.0% |
| Q3 2021 | $320,000 | -16.4% | 5,071 | -14.5% | 0.00% | 0.0% |
| Q2 2021 | $383,000 | +2.4% | 5,933 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $374,000 | +33.1% | 5,933 | +16.7% | 0.00% | 0.0% |
| Q4 2020 | $281,000 | -0.7% | 5,084 | -21.8% | 0.00% | 0.0% |
| Q3 2020 | $283,000 | -2.1% | 6,498 | -15.4% | 0.00% | 0.0% |
| Q2 2020 | $289,000 | +13.8% | 7,678 | -13.8% | 0.00% | 0.0% |
| Q1 2020 | $254,000 | – | 8,903 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WESCAP Management Group, Inc. | 79,791 | $4,017,000 | 1.71% |
| Chicago Partners Investment Group LLC | 145,417 | $7,641,000 | 1.13% |
| Occidental Asset Management, LLC | 14,100 | $710,000 | 0.34% |
| Institute for Wealth Management, LLC. | 26,197 | $1,319,000 | 0.29% |
| Financial Architects, Inc | 25,925 | $1,305,000 | 0.22% |
| Peak Asset Management, LLC | 10,973 | $552,000 | 0.19% |
| Prestige Wealth Management Group LLC | 5,911 | $298,000 | 0.18% |
| Phocas Financial Corp. | 31,628 | $1,592,000 | 0.16% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 2,772 | $140,000 | 0.05% |
| Kovitz Investment Group Partners, LLC | 31,770 | $1,600,000 | 0.05% |