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 1,184 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

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 2023
NameSharesValueWeighting ↓
Choate Investment Advisors 3,121,422$418,988,00025.44%
LBMC INVESTMENT ADVISORS, LLC 1,413,938$189,793,00020.60%
Sightline Wealth Advisors, LLC 155,878$20,833,00020.34%
Bickling Financial Services, Inc. 235,547$31,618,00020.05%
DB Wealth Management Group, LLC 176,358$23,673,00016.14%
MJP ASSOCIATES INC /ADV 426,703$57,276,00016.06%
AlphaCore Capital LLC 254,940$34,221,00015.89%
LTG Capital LLC 104,773$14,067,00015.79%
Ciovacco Capital Management LLC 38,485$5,165,00015.19%
HOWARD FINANCIAL SERVICES, LTD. 304,316$40,848,00013.87%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders