LYELL WEALTH MANAGEMENT, LP - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,160 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is 1.91 and the average weighting 1.0%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$3,112,219
-21.0%
18,945
-18.6%
0.30%
-25.9%
Q1 2024$3,939,854
+8.0%
23,262
+0.6%
0.40%
-3.4%
Q4 2023$3,648,499
+12.6%
23,121
+1.1%
0.42%
-4.8%
Q3 2023$3,239,734
-14.2%
22,865
-9.4%
0.44%
-9.7%
Q2 2023$3,777,962
-6.7%
25,247
-9.8%
0.48%
-14.8%
Q1 2023$4,048,536
+2.9%
27,994
+0.5%
0.57%
-8.7%
Q4 2022$3,932,541
+130.9%
27,841
+108.1%
0.62%
+114.1%
Q3 2022$1,703,000
+9.2%
13,377
+15.2%
0.29%
+14.2%
Q2 2022$1,559,000
-10.6%
11,617
+5.1%
0.25%
+13.4%
Q1 2022$1,744,000
+7.9%
11,058
+11.3%
0.22%
+21.7%
Q4 2021$1,616,000
+15.3%
9,932
+6.1%
0.18%
+7.6%
Q3 2021$1,402,000
-10.6%
9,358
-10.1%
0.17%
-11.9%
Q2 2021$1,568,000
+109.9%
10,406
+97.4%
0.19%
+78.0%
Q1 2021$747,000
+131.3%
5,271
+108.3%
0.11%
+109.6%
Q4 2020$323,000
+34.0%
2,530
+13.5%
0.05%
+15.6%
Q3 2020$241,000
+1.7%
2,230
-21.0%
0.04%
-36.6%
Q1 2020$237,000
-27.3%
2,821
+0.2%
0.07%
-18.4%
Q4 2019$326,0002,8150.09%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 743,775$117,300,73736.64%
Choate Investment Advisors 3,116,643$491,526,00026.11%
LBMC INVESTMENT ADVISORS, LLC 1,450,051$228,687,00020.24%
Sightline Wealth Advisors, LLC 149,117$23,517,00019.58%
Bickling Financial Services, Inc. 229,370$36,174,00018.56%
Horizon Wealth Management, LLC 375,870$59,278,00018.42%
AdvisorShares Investments LLC 636,600$100,398,00016.52%
AlphaCore Capital LLC 258,796$40,815,00015.84%
DB Wealth Management Group, LLC 162,499$25,628,00015.45%
SPC Financial, Inc. 820,274$129,365,00015.02%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders