OneDigital Investment Advisors LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 4 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,206,764
-4.5%
35,535
+883.0%
0.03%
-7.1%
Q2 2023$1,264,287
+12.1%
3,615
-0.5%
0.03%
+7.7%
Q1 2023$1,127,838
+11.8%
3,632
-0.6%
0.03%
-10.3%
Q4 2022$1,008,599
+2.3%
3,655
-0.2%
0.03%
-21.6%
Q3 2022$986,000
-7.2%
3,663
-1.1%
0.04%
-19.6%
Q2 2022$1,062,000
-27.8%
3,705
-11.5%
0.05%
-17.9%
Q1 2022$1,471,000
-5.9%
4,185
-1.3%
0.06%
+1.8%
Q4 2021$1,564,000
+11.1%
4,238
-0.7%
0.06%
-1.8%
Q3 2021$1,408,000
+1.0%
4,268
-0.4%
0.06%
-1.8%
Q2 2021$1,394,000
+7.6%
4,284
-2.0%
0.06%
-6.6%
Q1 2021$1,296,000
-8.9%
4,370
-12.3%
0.06%
-17.6%
Q4 2020$1,422,000
-32.6%
4,983
-38.1%
0.07%
-49.3%
Q3 2020$2,109,000
-46.4%
8,050
-51.4%
0.15%
-48.6%
Q2 2020$3,937,000
+8.2%
16,550
-11.1%
0.28%
-11.8%
Q1 2020$3,639,000
-26.4%
18,611
-12.1%
0.32%
-17.2%
Q4 2019$4,941,000
+1933.3%
21,172
+1750.7%
0.39%
+1668.2%
Q3 2019$243,000
-34.0%
1,144
-34.7%
0.02%
-21.4%
Q2 2019$368,000
+162.9%
1,751
+153.4%
0.03%
+40.0%
Q1 2019$140,000
+13.8%
691
+0.6%
0.02%
-4.8%
Q4 2018$123,000
-14.0%
687
+0.6%
0.02%
-38.2%
Q3 2018$143,000
+9.2%
683
+0.3%
0.03%
+25.9%
Q2 2018$131,0006810.03%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 108,872$25,900,00016.08%
Engrave Wealth Partners LLC 54,444$12,952,00011.53%
Wolf Group Capital Advisors 44,180$10,510,0007.83%
Retirement Group, LLC 45,498$10,824,0006.71%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 12,515$3,093,0003.38%
Systelligence, LLC 33,635$8,002,0002.59%
Jackson Wealth Management, LLC 61,014$14,515,0002.58%
Financial Services Advisory Inc 21,212$5,046,0002.56%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 164,764$39,197,0002.38%
Great Diamond Partners, LLC 18,381$4,372,0001.81%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders