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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 299,675 | $24,186,769 | 4.90% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 647,160 | $52,232 | 1.99% |
| Per Stirling Capital Management, LLC. | 113,171 | $9,134,008 | 1.86% |
| Masso Torrence Wealth Management Inc. | 28,633 | $2,310,953 | 1.67% |
| PENOBSCOT WEALTH MANAGEMENT | 27,602 | $2,228 | 1.63% |
| PSI Advisors, LLC | 41,575 | $3,355,534 | 1.47% |
| PCG Wealth Advisors, LLC | 26,986 | $2,178,053 | 1.35% |
| Concord Wealth Partners | 69,490 | $5,608,573 | 1.21% |
| Milestone Investment Advisors LLC | 39,012 | $3,148,655 | 0.98% |
| Nalls Sherbakoff Group, LLC | 12,844 | $932,889 | 0.92% |