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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $197,122 | -6.7% | 5,805 | +861.1% | 0.01% | -7.7% |
| Q2 2023 | $211,390 | +12.8% | 604 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $187,321 | -56.2% | 603 | -61.1% | 0.01% | -56.7% |
| Q4 2022 | $427,452 | +2.5% | 1,549 | +0.1% | 0.03% | -14.3% |
| Q3 2022 | $417,000 | +218.3% | 1,547 | +239.3% | 0.04% | +218.2% |
| Q2 2022 | $131,000 | -22.5% | 456 | -5.0% | 0.01% | -21.4% |
| Q1 2022 | $169,000 | +7.0% | 480 | +11.9% | 0.01% | 0.0% |
| Q4 2021 | $158,000 | +12.1% | 429 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $141,000 | +1.4% | 427 | +0.2% | 0.01% | -6.7% |
| Q2 2021 | $139,000 | +10.3% | 426 | +0.2% | 0.02% | -16.7% |
| Q1 2021 | $126,000 | – | 425 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 108,872 | $25,900,000 | 16.08% |
| Engrave Wealth Partners LLC | 54,444 | $12,952,000 | 11.53% |
| Wolf Group Capital Advisors | 44,180 | $10,510,000 | 7.83% |
| Retirement Group, LLC | 45,498 | $10,824,000 | 6.71% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 12,515 | $3,093,000 | 3.38% |
| Systelligence, LLC | 33,635 | $8,002,000 | 2.59% |
| Jackson Wealth Management, LLC | 61,014 | $14,515,000 | 2.58% |
| Financial Services Advisory Inc | 21,212 | $5,046,000 | 2.56% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 164,764 | $39,197,000 | 2.38% |
| Great Diamond Partners, LLC | 18,381 | $4,372,000 | 1.81% |