Dougherty Wealth Advisers LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 625 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2019. The put-call ratio across all filers is 0.36 and the average weighting 1.2%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$70,845
-5.3%
5000.0%0.08%
-20.4%
Q2 2023$74,820
-42.5%
500
-44.4%
0.10%
-47.7%
Q1 2023$130,158
+2.4%
9000.0%0.20%
-5.7%
Q4 2022$127,125
+10.5%
9000.0%0.21%
-7.9%
Q3 2022$115,000
-5.0%
9000.0%0.23%
+0.4%
Q2 2022$121,000
-14.8%
9000.0%0.23%
+5.6%
Q1 2022$142,000
-5.3%
900
-2.3%
0.21%
+1.9%
Q4 2021$150,000
+11.1%
921
+2.3%
0.21%
+4.5%
Q3 2021$135,000
-0.7%
9000.0%0.20%0.0%
Q2 2021$136,000
+7.1%
9000.0%0.20%
+4.7%
Q1 2021$127,000
+10.4%
9000.0%0.19%
+6.1%
Q4 2020$115,000
+18.6%
9000.0%0.18%
-46.0%
Q3 2020$97,000
+5.4%
9000.0%0.34%
-0.6%
Q2 2020$92,000
+21.1%
9000.0%0.34%
+11.2%
Q1 2020$76,000
-26.9%
9000.0%0.30%
-4.7%
Q4 2019$104,000
+7.2%
9000.0%0.32%
-0.3%
Q3 2019$97,0000.0%9000.0%0.32%
+16.4%
Q2 2019$97,000
+3.2%
9000.0%0.27%
-14.1%
Q1 2019$94,000
+3.3%
9000.0%0.32%
+6.3%
Q4 2018$91,0009000.30%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2019
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,240,079$126,190,00019.88%
AlphaCore Capital LLC 134,086$13,644,00013.60%
HOWARD FINANCIAL SERVICES, LTD. 184,257$18,750,00013.32%
MANCHESTER FINANCIAL INC 146,637$14,922,00012.12%
Sterneck Capital Management, LLC 93,750$9,540,0008.99%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 313,731$31,925,0008.85%
Jackson, Grant Investment Advisers, Inc. 129,702$13,198,0008.40%
Carlton Hofferkamp & Jenks Wealth Management, LLC 133,312$14,363,0008.19%
WESCAP Management Group, Inc. 208,337$21,200,0007.49%
Silicon Hills Wealth Management, LLC 60,251$6,131,0007.35%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders