9258 Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,151 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is 1.91 and the average weighting 1.0%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$5,550,674
-30.8%
39,175
-26.9%
1.08%
-28.5%
Q2 2023$8,021,014
-44.2%
53,602
-46.0%
1.51%
-48.0%
Q1 2023$14,368,416
+6.9%
99,353
+4.5%
2.90%
-0.2%
Q4 2022$13,435,244
+69.2%
95,117
+52.4%
2.91%
+43.2%
Q3 2022$7,942,000
+123.8%
62,397
+136.0%
2.03%
+123.2%
Q2 2022$3,549,000
-20.4%
26,443
-6.5%
0.91%
-12.0%
Q1 2022$4,459,000
+7.0%
28,276
+10.4%
1.03%
+8.2%
Q4 2021$4,169,000
+32.8%
25,615
+22.2%
0.96%
+14.1%
Q3 2021$3,140,000
+12.9%
20,960
+13.6%
0.84%
+11.9%
Q2 2021$2,781,000
+37.4%
18,452
+29.1%
0.75%
+23.2%
Q1 2021$2,024,000
+13.5%
14,291
+2.2%
0.61%
+4.6%
Q4 2020$1,783,000
+14.3%
13,979
-3.6%
0.58%
-1.4%
Q3 2020$1,560,000
-14.7%
14,508
-19.3%
0.59%
-20.5%
Q2 2020$1,829,000
+6.6%
17,974
-1.4%
0.74%
-1.7%
Q1 2020$1,715,000
-22.4%
18,236
-4.6%
0.75%
-7.0%
Q4 2019$2,211,000
+692.5%
19,110
+639.6%
0.81%
+272.0%
Q3 2019$279,000
+0.4%
2,584
+0.0%
0.22%
-2.7%
Q2 2019$278,000
-4.1%
2,583
-7.0%
0.22%
-8.9%
Q1 2019$290,000
+43.6%
2,777
+25.9%
0.25%
+26.2%
Q4 2018$202,0002,2050.20%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 743,775$117,300,73736.64%
Choate Investment Advisors 3,116,643$491,526,00026.11%
LBMC INVESTMENT ADVISORS, LLC 1,450,051$228,687,00020.24%
Sightline Wealth Advisors, LLC 149,117$23,517,00019.58%
Bickling Financial Services, Inc. 229,370$36,174,00018.56%
Horizon Wealth Management, LLC 375,870$59,278,00018.42%
AdvisorShares Investments LLC 636,600$100,398,00016.52%
AlphaCore Capital LLC 258,796$40,815,00015.84%
DB Wealth Management Group, LLC 162,499$25,628,00015.45%
SPC Financial, Inc. 820,274$129,365,00015.02%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders