Selective Wealth Management, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 203 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2023$413,474
+0.5%
11,172
-7.6%
0.21%
-8.0%
Q3 2023$411,527
-2.6%
12,086
+885.8%
0.23%
+7.1%
Q2 2023$422,354
+20.3%
1,2260.0%0.21%
+14.1%
Q4 2022$351,126
-8.3%
1,226
-14.0%
0.18%
+12.8%
Q3 2022$383,000
-36.5%
1,425
-32.3%
0.16%
-23.7%
Q2 2022$603,000
-18.5%
2,1050.0%0.22%
-19.8%
Q1 2022$740,000
-15.9%
2,105
-11.7%
0.27%
-25.3%
Q4 2021$880,000
+26.8%
2,385
+13.5%
0.36%
-2.4%
Q3 2021$694,000
+188.0%
2,102
+184.1%
0.37%
+91.7%
Q2 2021$241,0007400.19%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2022
NameSharesValueWeighting ↓
Reliant Wealth Planning 114,390$40,206,00019.88%
Retirement Group, LLC 66,862$23,501,0009.07%
Ursa Fund Management, LLC 50,000$22,582,0008.83%
Wolf Group Capital Advisors 41,781$14,685,0007.51%
COLUMBIA ADVISORY PARTNERS LLC 20,420$7,177,0007.20%
Retireful, LLC 829$263,0006.32%
Financial Services Advisory Inc 10,788$3,792,0005.89%
Fortune 45 LLC 16,546$5,815,0005.48%
Portfolio Strategies, Inc. 60,007$21,086,0003.94%
Virginia National Bank 9,369$3,293,0003.76%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders