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 ↓ |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 32,742 | $1,010,000 | 0.59% |
| Institute for Wealth Management, LLC. | 25,014 | $772,000 | 0.32% |
| Ullmann Wealth Partners Group, LLC | 6,476 | $200,000 | 0.15% |
| Clearwater Capital Advisors, LLC | 6,971 | $215,000 | 0.05% |
| Advisor Group, Inc. | 52,336 | $1,616,000 | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 76,869 | $2,371,000 | 0.01% |
| SG Americas Securities, LLC | 36,102 | $1,114,000 | 0.01% |
| Janney Montgomery Scott LLC | 26,403 | $815,000 | 0.01% |
| Ameritas Investment Company, LLC | 677 | $21,000 | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,683 | $52,000 | 0.01% |