Tolleson Wealth Management, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XSMO and the CUSIP is 46137V498. A total of 79 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%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$1,770
-0.4%
29,4680.0%0.35%
+0.3%
Q1 2024$1,778
+6.5%
29,4680.0%0.35%
+1.2%
Q4 2023$1,670
+16.9%
29,4680.0%0.34%0.0%
Q3 2023$1,4290.0%29,4680.0%0.34%
-0.3%
Q2 2023$1,429
+4.7%
29,4680.0%0.34%
-2.3%
Q1 2023$1,365
-1.7%
29,4680.0%0.35%
-6.1%
Q4 2022$1,389
-99.9%
29,4680.0%0.38%
-2.3%
Q3 2022$1,278,000
-1.2%
29,4680.0%0.38%
+5.2%
Q2 2022$1,293,000
-15.5%
29,4680.0%0.37%
-19.4%
Q1 2022$1,530,000
-8.0%
29,4680.0%0.45%
+1.3%
Q4 2021$1,663,000
+6.0%
29,4680.0%0.45%
+0.9%
Q3 2021$1,569,000
-12.4%
29,468
-10.0%
0.44%
-8.1%
Q2 2021$1,792,000
+5.1%
32,7420.0%0.48%
-6.2%
Q1 2021$1,705,000
+9.6%
32,7420.0%0.52%0.0%
Q4 2020$1,555,000
+18.7%
32,7420.0%0.52%
-2.6%
Q3 2020$1,310,000
+10.7%
32,7420.0%0.53%
+2.1%
Q2 2020$1,183,000
+23.4%
32,7420.0%0.52%
+23.6%
Q1 2020$959,000
-25.7%
32,7420.0%0.42%
-32.9%
Q4 2019$1,290,000
+5.7%
32,7420.0%0.62%
-6.2%
Q3 2019$1,220,000
-0.7%
32,7420.0%0.66%
-21.4%
Q2 2019$1,228,000
+3.0%
32,7420.0%0.85%
+2.5%
Q1 2019$1,192,000
+18.0%
32,7420.0%0.82%
+38.9%
Q4 2018$1,010,00032,7420.59%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 32,742$1,192,0000.82%
CWM, LLC 470,629$25,754,0000.20%
Institute for Wealth Management, LLC. 25,014$911,0000.20%
Ullmann Wealth Partners Group, LLC 6,476$236,0000.15%
Clearwater Capital Advisors, LLC 6,354$231,0000.04%
Raymond James Financial Services Advisors, Inc. 201,606$7,340,0000.03%
Sigma Planning Corp 12,321$449,0000.02%
Advisor Group, Inc. 55,820$2,032,0000.02%
Cetera Advisor Networks LLC 7,743$282,0000.01%
Janney Montgomery Scott LLC 27,889$1,015,0000.01%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders