Jacobi Capital Management LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RGI and the CUSIP is 46137V324. A total of 2 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$279,521
-6.4%
7,300
+400.0%
0.03%
-3.0%
Q2 2023$298,574
+9.0%
1,4600.0%0.03%0.0%
Q1 2023$273,953
+5.3%
1,4600.0%0.03%0.0%
Q4 2022$260,274
+15.2%
1,4600.0%0.03%
+6.5%
Q3 2022$226,000
-3.4%
1,4600.0%0.03%0.0%
Q2 2022$234,000
-16.4%
1,460
-1.7%
0.03%
-6.1%
Q1 2022$280,000
-4.8%
1,4850.0%0.03%
-5.7%
Q4 2021$294,000
+390.0%
1,485
+350.0%
0.04%
+337.5%
Q3 2021$60,0003300.01%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Gradient Investments LLC 333,734$40,123,0002.59%
Seneca House Advisors 16,304$1,960,0001.70%
SignalPoint Asset Management, LLC 29,417$3,537,0001.55%
ENTERPRISE FINANCIAL SERVICES CORP 52,370$6,297,0001.37%
Financial Gravity Asset Management, Inc. 11,301$1,386,0001.12%
Northeast Financial Consultants Inc 71,791$8,631,0000.96%
Joseph P. Lucia & Associates, LLC 787,062$6,339,0000.47%
RBA Wealth Management, LLC 3,593$440,0000.34%
Jaffetilchin Investment Partners, LLC 6,346$763,0000.17%
GREAT VALLEY ADVISOR GROUP, INC. 3,130$377,0000.12%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders