INVESCO EXCHANGE TRADED FD T's ticker is XMVM and the CUSIP is 46137V456.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,730 | -91.4% | 125 | -92.7% | 0.00% | -100.0% |
| Q2 2022 | $67,000 | -18.3% | 1,704 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $82,000 | -11.8% | 1,704 | -11.0% | 0.00% | 0.0% |
| Q4 2021 | $93,000 | +8.1% | 1,914 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $86,000 | -1.1% | 1,914 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $87,000 | -2.2% | 1,914 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $89,000 | +4.7% | 1,914 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $85,000 | +63.5% | 1,914 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $52,000 | -11.9% | 1,914 | -16.7% | 0.00% | 0.0% |
| Q2 2020 | $59,000 | +5.4% | 2,299 | -7.6% | 0.00% | -25.0% |
| Q1 2020 | $56,000 | -45.6% | 2,489 | -15.6% | 0.00% | -20.0% |
| Q4 2019 | $103,000 | -28.0% | 2,949 | -34.5% | 0.01% | -44.4% |
| Q3 2019 | $143,000 | +20.2% | 4,499 | +23.5% | 0.01% | +28.6% |
| Q2 2019 | $119,000 | -3.3% | 3,643 | -7.2% | 0.01% | -12.5% |
| Q1 2019 | $123,000 | 0.0% | 3,925 | -13.1% | 0.01% | -11.1% |
| Q4 2018 | $123,000 | -29.3% | 4,515 | -18.9% | 0.01% | -25.0% |
| Q3 2018 | $174,000 | – | 5,570 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 101,822 | $4,908,000 | 3.93% |
| LWM Advisory Services, LLC | 30,766 | $1,483,000 | 1.84% |
| MONEY CONCEPTS CAPITAL CORP | 498,543 | $24,030,000 | 1.36% |
| Camelot Portfolios, LLC | 33,299 | $1,605,000 | 0.80% |
| PCG Wealth Advisors, LLC | 16,460 | $793,000 | 0.50% |
| USAdvisors Wealth Management, LLC | 24,076 | $1,160,000 | 0.50% |
| AVAII WEALTH MANAGEMENT, LLC | 7,966 | $384,000 | 0.36% |
| Atlas Private Wealth Advisors | 15,482 | $746,000 | 0.33% |
| Archford Capital Strategies, LLC | 31,233 | $1,463,000 | 0.33% |
| First Heartland Consultants, Inc. | 29,316 | $1,413,000 | 0.22% |