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 30 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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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 Q4 2023
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