GREAT VALLEY ADVISOR GROUP, INC. - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 4 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,620,775
-0.5%
77,172
+924.6%
0.11%
-0.9%
Q2 2023$2,634,181
+13.1%
7,532
+0.5%
0.11%
+0.9%
Q1 2023$2,328,281
+9.4%
7,498
-2.8%
0.11%0.0%
Q4 2022$2,129,191
+0.2%
7,715
-2.3%
0.11%
-8.4%
Q3 2022$2,126,000
-9.1%
7,898
-3.2%
0.12%
-7.0%
Q2 2022$2,338,000
-18.7%
8,158
-0.3%
0.13%
-23.8%
Q1 2022$2,877,000
+8.0%
8,185
+13.3%
0.17%
+1.8%
Q4 2021$2,665,000
+23.8%
7,221
+10.8%
0.16%
+11.5%
Q3 2021$2,152,000
+12.5%
6,520
+10.9%
0.15%
+5.0%
Q2 2021$1,913,000
+10.5%
5,878
+0.7%
0.14%
-15.6%
Q1 2021$1,731,000
-2.9%
5,839
-6.6%
0.17%
-9.2%
Q4 2020$1,783,000
+34.0%
6,251
+23.1%
0.18%
+12.9%
Q3 2020$1,331,000
+52.6%
5,080
+38.6%
0.16%
+14.0%
Q2 2020$872,000
+65.8%
3,665
+36.2%
0.14%
+2.9%
Q1 2020$526,000–2,691–0.14%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 108,872$25,900,00016.08%
Engrave Wealth Partners LLC 54,444$12,952,00011.53%
Wolf Group Capital Advisors 44,180$10,510,0007.83%
Retirement Group, LLC 45,498$10,824,0006.71%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 12,515$3,093,0003.38%
Systelligence, LLC 33,635$8,002,0002.59%
Jackson Wealth Management, LLC 61,014$14,515,0002.58%
Financial Services Advisory Inc 21,212$5,046,0002.56%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 164,764$39,197,0002.38%
Great Diamond Partners, LLC 18,381$4,372,0001.81%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders