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 833 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 5.46 and the average weighting 0.8%.

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 Q4 2020
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 645,012$82,264,81949.66%
LBMC INVESTMENT ADVISORS, LLC 1,259,287$160,609,00018.92%
Sightline Wealth Advisors, LLC 137,283$17,509,00017.25%
JD Financial Services Inc. 100,260$12,787,00013.94%
MOULTON WEALTH MANAGEMENT, INC 125,432$16,453,00013.25%
AlphaCore Capital LLC 139,177$17,751,00013.23%
Astor Investment Management LLC 467,940$59,681,00013.14%
HOWARD FINANCIAL SERVICES, LTD. 193,013$24,617,00012.97%
SPC Financial, Inc. 681,187$86,879,00012.22%
MJP ASSOCIATES INC /ADV 196,399$25,049,00010.55%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders