INVESCO EXCHANGE TRADED FD T's ticker is SPHQ and the CUSIP is 46137V241. A total of 8 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,699,653 | +10.5% | 113,788 | +10.0% | 1.40% | +10.2% |
| Q2 2023 | $5,159,875 | -8.4% | 103,467 | -14.0% | 1.27% | -13.2% |
| Q1 2023 | $5,632,541 | +23.2% | 120,328 | +15.7% | 1.46% | +20.7% |
| Q4 2022 | $4,571,401 | +25.0% | 104,014 | +14.5% | 1.21% | +1.1% |
| Q3 2022 | $3,657,000 | +164.8% | 90,868 | +178.6% | 1.20% | +193.1% |
| Q2 2022 | $1,381,000 | +45.2% | 32,621 | +69.5% | 0.41% | +83.0% |
| Q1 2022 | $951,000 | +207.8% | 19,251 | +232.9% | 0.22% | +159.3% |
| Q4 2021 | $309,000 | – | 5,782 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFMG, LLC | 1,599,348 | $77,728,000 | 8.63% |
| Ballast, Inc. | 392,289 | $19,065,000 | 8.04% |
| PRIVATE CAPITAL MANAGEMENT LLC | 267,741 | $13,012,000 | 5.96% |
| Elevation Capital Advisory, LLC | 216,093 | $10,518,000 | 5.90% |
| Evensky & Katz LLC | 832,861 | $40,477,000 | 4.13% |
| Flagship Private Wealth, LLC | 92,292 | $4,537,122,000 | 3.45% |
| Nikulski Financial, Inc. | 127,713 | $6,326,000 | 2.95% |
| Opes Wealth Management LLC | 147,017 | $7,145,000 | 2.64% |
| Legacy Private Trust Co. | 624,138 | $30,333,000 | 2.56% |
| Cedar Mountain Advisors, LLC | 152,267 | $7,400,000 | 2.44% |