TRANSCEND CAPITAL ADVISORS, LLC - INVESCO EXCHANGE TRADED FD T ownership

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%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,578,079
-2.9%
75,915
+900.3%
0.25%
-0.8%
Q2 2023$2,654,240
+16.1%
7,589
+3.1%
0.25%
+5.9%
Q1 2023$2,286,026
+9.2%
7,362
-2.9%
0.24%
+5.3%
Q4 2022$2,093,037
+2.5%
7,584
+0.0%
0.23%
+0.4%
Q3 2022$2,041,000
-5.9%
7,581
+0.1%
0.23%0.0%
Q2 2022$2,170,000
-18.5%
7,574
+0.1%
0.23%
-5.0%
Q1 2022$2,661,000
-4.7%
7,570
+0.0%
0.24%
-3.6%
Q4 2021$2,793,000
-11.8%
7,568
-16.1%
0.25%
-13.0%
Q3 2021$3,167,000
+8.0%
9,015
+0.0%
0.28%
-32.7%
Q2 2021$2,933,0009,0130.42%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 112,033$36,453,00019.48%
Retirement Group, LLC 52,190$16,982,0008.17%
Wolf Group Capital Advisors 45,599$14,837,0007.96%
Diversified, LLC 28,220$9,182,0005.12%
MRA Advisory Group 8,691$2,828,0002.43%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 10,631$3,459,0002.36%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 165,582$53,877,0002.11%
Cedar Wealth Management, LLC 12,422$4,042,0001.82%
SignalPoint Asset Management, LLC 12,494$4,065,0001.32%
Smith Anglin Financial, LLC 18,792$6,115,0001.18%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders