Transform Wealth, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,055 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2022. The put-call ratio across all filers is 2.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$710,434
-13.9%
5,014
-9.1%
0.08%
+1.4%
Q2 2023$825,115
+34.1%
5,514
+29.6%
0.07%
+27.6%
Q1 2023$615,069
+0.2%
4,253
-2.1%
0.06%
-15.9%
Q4 2022$613,590
+8.4%
4,344
-2.3%
0.07%
-6.8%
Q3 2022$566,000
+12.7%
4,447
+18.8%
0.07%
-1.3%
Q2 2022$502,000
-27.9%
3,743
-15.1%
0.08%
-3.8%
Q1 2022$696,000
-8.2%
4,411
-5.2%
0.08%
-1.3%
Q4 2021$758,000
+5.6%
4,655
-2.8%
0.08%
-3.7%
Q3 2021$718,000
-7.2%
4,790
-6.7%
0.08%
-13.7%
Q2 2021$774,000
+6.5%
5,1320.0%0.10%
-34.9%
Q1 2021$727,000
-5.1%
5,132
-14.5%
0.15%
-8.8%
Q4 2020$766,000
+0.3%
6,005
-15.1%
0.16%
+30.1%
Q3 2020$764,000
-25.0%
7,070
-29.3%
0.12%
-29.3%
Q2 2020$1,018,000
+5.2%
10,000
-13.2%
0.17%
-15.5%
Q1 2020$968,000
+39.7%
11,516
+92.2%
0.21%
+87.3%
Q4 2019$693,0005,9910.11%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2022
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,246,487$134,758,00018.70%
HOWARD FINANCIAL SERVICES, LTD. 183,960$19,888,00012.85%
AlphaCore Capital LLC 130,090$14,064,00012.75%
TOTAL INVESTMENT MANAGEMENT INC 388,269$41,743,00012.06%
SPC Financial, Inc. 567,667$61,370,00010.58%
MANCHESTER FINANCIAL INC 123,031$13,301,00010.10%
MARINER INVESTMENT GROUP LLC 31,300$3,384,0009.37%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 311,936$33,723,0008.82%
Sterneck Capital Management, LLC 95,024$10,273,0008.68%
Jackson, Grant Investment Advisers, Inc. 128,045$13,843,0008.32%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders