Trellis Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,133 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is 2.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
Trellis Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$861,050
-20.1%
6,077
-15.6%
0.39%
-18.3%
Q2 2023$1,078,007
+3.5%
7,2040.0%0.48%
-4.0%
Q1 2023$1,041,842
+2.4%
7,2040.0%0.50%
-6.0%
Q4 2022$1,017,565
+11.0%
7,2040.0%0.53%
+2.3%
Q3 2022$917,000
-5.2%
7,2040.0%0.52%
-1.5%
Q2 2022$967,000
-14.9%
7,2040.0%0.53%
-6.9%
Q1 2022$1,136,000
-3.1%
7,2040.0%0.57%
+2.3%
Q4 2021$1,172,000
+8.6%
7,2040.0%0.56%
+0.2%
Q3 2021$1,079,000
-0.6%
7,2040.0%0.55%
-1.8%
Q2 2021$1,086,000
+6.4%
7,2040.0%0.56%
-1.4%
Q1 2021$1,021,000
+11.1%
7,2040.0%0.57%
+3.2%
Q4 2020$919,000
+18.0%
7,2040.0%0.55%
-0.4%
Q3 2020$779,000
+6.3%
7,2040.0%0.56%
-3.5%
Q2 2020$733,000
+21.2%
7,2040.0%0.58%
-1.0%
Q1 2020$605,0007,2040.58%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 743,775$117,300,73736.64%
Choate Investment Advisors 3,116,643$491,526,00026.11%
LBMC INVESTMENT ADVISORS, LLC 1,450,051$228,687,00020.24%
Sightline Wealth Advisors, LLC 149,117$23,517,00019.58%
Bickling Financial Services, Inc. 229,370$36,174,00018.56%
Horizon Wealth Management, LLC 375,870$59,278,00018.42%
AdvisorShares Investments LLC 636,600$100,398,00016.52%
AlphaCore Capital LLC 258,796$40,815,00015.84%
DB Wealth Management Group, LLC 162,499$25,628,00015.45%
SPC Financial, Inc. 820,274$129,365,00015.02%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders