OneDigital Investment Advisors 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
OneDigital Investment Advisors LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$262,861
-6.9%
6,865
+397.5%
0.01%0.0%
Q2 2023$282,210
+14.5%
1,380
+5.0%
0.01%0.0%
Q1 2023$246,559
-16.4%
1,314
-20.6%
0.01%
-33.3%
Q4 2022$294,859
+32.8%
1,654
+15.5%
0.01%
+12.5%
Q3 2022$222,000
-27.9%
1,432
-25.5%
0.01%
-38.5%
Q2 2022$308,000
-14.9%
1,9220.0%0.01%
-7.1%
Q1 2022$362,000
-5.0%
1,922
-0.2%
0.01%
+7.7%
Q4 2021$381,000
+22.1%
1,925
+12.4%
0.01%
+8.3%
Q3 2021$312,000
+52.2%
1,712
+55.6%
0.01%
+50.0%
Q2 2021$205,000
-7.7%
1,100
-12.0%
0.01%
-20.0%
Q1 2021$222,0001,2500.01%
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