INVESCO EXCHANGE TRADED FD T's ticker is XSMO and the CUSIP is 46137V498. A total of 1 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,511 | -1.1% | 12,606 | -1.2% | 0.05% | -1.9% |
| Q2 2023 | $618,317 | +8.9% | 12,753 | +4.0% | 0.05% | 0.0% |
| Q1 2023 | $567,963 | +47.3% | 12,264 | +50.0% | 0.05% | +35.9% |
| Q4 2022 | $385,628 | +15.5% | 8,178 | +27.4% | 0.04% | +143.8% |
| Q1 2022 | $334,000 | +54.6% | 6,418 | +68.5% | 0.02% | -23.8% |
| Q4 2021 | $216,000 | -2.7% | 3,808 | -5.2% | 0.02% | -8.7% |
| Q2 2021 | $222,000 | 0.0% | 4,018 | -5.6% | 0.02% | -23.3% |
| Q1 2021 | $222,000 | +0.5% | 4,258 | -8.7% | 0.03% | -6.2% |
| Q4 2020 | $221,000 | +3.8% | 4,662 | -12.5% | 0.03% | -8.6% |
| Q3 2020 | $213,000 | +1.4% | 5,328 | -8.4% | 0.04% | -7.9% |
| Q2 2020 | $210,000 | – | 5,816 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 99,003 | $5,418,000 | 1.53% |
| Sculati Wealth Management, LLC | 18,480 | $1,011,000 | 0.54% |
| Tolleson Wealth Management, Inc. | 32,742 | $1,792,000 | 0.48% |
| Southland Equity Partners LLC | 14,784 | $809,015 | 0.38% |
| CWM, LLC | 470,629 | $25,754,000 | 0.20% |
| Institute for Wealth Management, LLC. | 21,003 | $1,149,000 | 0.20% |
| Ullmann Wealth Partners Group, LLC | 5,761 | $315,000 | 0.13% |
| MAGNOLIA CAPITAL ADVISORS LLC | 4,981 | $273,000 | 0.12% |
| Cedar Wealth Management, LLC | 3,234 | $177,000 | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 95,208 | $4,843,000 | 0.08% |