INVESCO EXCHANGE TRADED FD T's ticker is XMHQ and the CUSIP is 46137V472.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,182,784 | +133.3% | 64,351 | +133.8% | 0.26% | +126.7% |
| Q2 2023 | $2,221,406 | +44.3% | 27,523 | +31.2% | 0.12% | +31.8% |
| Q1 2023 | $1,539,025 | +9.6% | 20,970 | +3.2% | 0.09% | 0.0% |
| Q4 2022 | $1,403,773 | +5.2% | 20,325 | -5.2% | 0.09% | -12.9% |
| Q3 2022 | $1,335,000 | +64.6% | 21,438 | +68.0% | 0.10% | +42.3% |
| Q2 2022 | $811,000 | -3.0% | 12,758 | +15.3% | 0.07% | +12.7% |
| Q1 2022 | $836,000 | +25.9% | 11,062 | +33.7% | 0.06% | +28.6% |
| Q4 2021 | $664,000 | +169.9% | 8,271 | +155.8% | 0.05% | +145.0% |
| Q3 2021 | $246,000 | – | 3,233 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colonial River Wealth Management, LLC | 36,240 | $2,304,000 | 1.51% |
| PSI Advisors, LLC | 44,203 | $2,810,000 | 1.38% |
| Plan Group Financial, LLC | 18,656 | $593,572,000 | 1.02% |
| Masso Torrence Wealth Management Inc. | 13,209 | $840,000 | 0.74% |
| Good Life Advisors, LLC | 79,970 | $5,084,000 | 0.71% |
| Concord Wealth Partners | 40,450 | $2,571,000 | 0.71% |
| Perennial Investment Advisors, LLC | 26,028 | $1,663,000 | 0.65% |
| Redwood Financial Network Corp | 9,286 | $590,000 | 0.64% |
| GREAT VALLEY ADVISOR GROUP, INC. | 172,553 | $10,969,000 | 0.60% |
| Cedar Brook Financial Partners, LLC | 27,302 | $1,736,000 | 0.54% |