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

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INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,184 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

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Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
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$326,000–2,815–0.09%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
Choate Investment Advisors 3,121,422$418,988,00025.44%
LBMC INVESTMENT ADVISORS, LLC 1,413,938$189,793,00020.60%
Sightline Wealth Advisors, LLC 155,878$20,833,00020.34%
Bickling Financial Services, Inc. 235,547$31,618,00020.05%
DB Wealth Management Group, LLC 176,358$23,673,00016.14%
MJP ASSOCIATES INC /ADV 426,703$57,276,00016.06%
AlphaCore Capital LLC 254,940$34,221,00015.89%
LTG Capital LLC 104,773$14,067,00015.79%
Ciovacco Capital Management LLC 38,485$5,165,00015.19%
HOWARD FINANCIAL SERVICES, LTD. 304,316$40,848,00013.87%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders