INVESCO EXCHANGE TRADED FD T's ticker is XMHQ and the CUSIP is 46137V472.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,200 | +28.0% | 6,347 | +28.3% | 0.21% | +28.3% |
| Q2 2023 | $399,335 | +129976.5% | 4,948 | +18.3% | 0.17% | +18.6% |
| Q1 2023 | $307 | +7.0% | 4,182 | +0.5% | 0.14% | +0.7% |
| Q4 2022 | $287 | -99.8% | 4,161 | +67.1% | 0.14% | +12.1% |
| Q3 2022 | $155,000 | -38.2% | 2,490 | -37.0% | 0.12% | +19.2% |
| Q2 2022 | $251,000 | -24.6% | 3,955 | -10.2% | 0.10% | -19.4% |
| Q1 2022 | $333,000 | -2.3% | 4,404 | +3.6% | 0.13% | -13.4% |
| Q4 2021 | $341,000 | +62.4% | 4,253 | +53.8% | 0.15% | +53.6% |
| Q3 2021 | $210,000 | +14.1% | 2,766 | +15.9% | 0.10% | +9.0% |
| Q2 2021 | $184,000 | +31.4% | 2,386 | +29.7% | 0.09% | +39.1% |
| Q1 2021 | $140,000 | – | 1,840 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PSI Advisors, LLC | 42,267 | $2,919,226 | 1.55% |
| Colonial River Wealth Management, LLC | 27,528 | $1,901,276 | 1.21% |
| Masso Torrence Wealth Management Inc. | 21,141 | $1,460,149 | 1.16% |
| PCG Wealth Advisors, LLC | 25,694 | $1,774,624 | 1.12% |
| Concord Wealth Partners | 40,501 | $2,797,248 | 0.84% |
| Good Life Advisors, LLC | 83,386 | $5,759,178 | 0.80% |
| Perennial Investment Advisors, LLC | 26,705 | $1,845,416 | 0.75% |
| Redwood Financial Network Corp | 8,529 | $589,080 | 0.67% |
| USAdvisors Wealth Management, LLC | 18,653 | $1,288 | 0.62% |
| Cedar Brook Financial Partners, LLC | 31,619 | $2,183,790 | 0.62% |