INVESCO EXCHANGE TRADED FD T's ticker is XMHQ and the CUSIP is 46137V472.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,272 | -0.2% | 1,245 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $100,484 | +10.0% | 1,245 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $91,371 | +100.4% | 1,245 | +88.6% | 0.01% | +100.0% |
| Q4 2022 | $45,586 | +11.2% | 660 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | -2.4% | 660 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $42,000 | -14.3% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | +16.7% | 660 | +24.5% | 0.00% | 0.0% |
| Q4 2021 | $42,000 | +68.0% | 530 | +5.2% | 0.00% | 0.0% |
| Q3 2018 | $25,000 | – | 504 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colonial River Wealth Management, LLC | 36,240 | $2,304,000 | 1.51% |
| PSI Advisors, LLC | 44,203 | $2,810,000 | 1.38% |
| Plan Group Financial, LLC | 18,656 | $593,572,000 | 1.02% |
| Masso Torrence Wealth Management Inc. | 13,209 | $840,000 | 0.74% |
| Good Life Advisors, LLC | 79,970 | $5,084,000 | 0.71% |
| Concord Wealth Partners | 40,450 | $2,571,000 | 0.71% |
| Perennial Investment Advisors, LLC | 26,028 | $1,663,000 | 0.65% |
| Redwood Financial Network Corp | 9,286 | $590,000 | 0.64% |
| GREAT VALLEY ADVISOR GROUP, INC. | 172,553 | $10,969,000 | 0.60% |
| Cedar Brook Financial Partners, LLC | 27,302 | $1,736,000 | 0.54% |