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 911 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.

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 Q1 2021
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,240,079$126,190,00019.88%
AlphaCore Capital LLC 134,086$13,644,00013.60%
HOWARD FINANCIAL SERVICES, LTD. 184,257$18,750,00013.32%
MANCHESTER FINANCIAL INC 146,637$14,922,00012.12%
Sterneck Capital Management, LLC 93,750$9,540,0008.99%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 313,731$31,925,0008.85%
Jackson, Grant Investment Advisers, Inc. 129,702$13,198,0008.40%
Carlton Hofferkamp & Jenks Wealth Management, LLC 133,312$14,363,0008.19%
WESCAP Management Group, Inc. 208,337$21,200,0007.49%
Silicon Hills Wealth Management, LLC 60,251$6,131,0007.35%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders