INVESCO EXCHANGE TRADED FD T's ticker is XMHQ and the CUSIP is 46137V472.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403 | -0.2% | 5 | 0.0% | 0.00% | – |
| Q2 2023 | $404 | +10.1% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $367 | +6.4% | 5 | 0.0% | 0.00% | – |
| Q4 2022 | $345 | – | 5 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 5 | – | 0.00% | – |
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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% |