Robertson Stephens 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 1,296 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 2.61 and the average weighting 1.0%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$9,872,741
+24.0%
69,678
+31.0%
0.67%
+18.3%
Q2 2023$7,959,553
+391.6%
53,191
+375.1%
0.56%
+350.4%
Q1 2023$1,619,112
+347.3%
11,196
+337.0%
0.12%
+257.1%
Q4 2022$361,948
-12.4%
2,562
-21.1%
0.04%
-18.6%
Q3 2022$413,000
-14.8%
3,247
-10.2%
0.04%
-6.5%
Q2 2022$485,000
-50.5%
3,617
-41.8%
0.05%
-43.9%
Q1 2022$980,000
+16.8%
6,218
+20.5%
0.08%
+15.5%
Q4 2021$839,000
+10.5%
5,159
+1.7%
0.07%
-17.4%
Q3 2021$759,000
-0.3%
5,071
+0.3%
0.09%
-5.5%
Q2 2021$761,000
+135.6%
5,055
+121.3%
0.09%
+75.0%
Q1 2021$323,000
-16.8%
2,284
-25.0%
0.05%
-35.8%
Q4 2020$388,0003,0460.08%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 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