LWS Wealth Advisors, Inc. - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 30 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,517,000
-5.9%
17,764
-0.7%
1.10%
-2.4%
Q2 2023$2,676,000
+4.7%
17,883
+1.2%
1.13%
+7.5%
Q1 2023$2,557,000
+7.2%
17,678
+4.7%
1.05%
+5.0%
Q4 2022$2,385,415
+14.9%
16,888
+3.6%
1.00%
+25.7%
Q3 2022$2,076,000
-0.7%
16,308
+4.7%
0.80%
-19.3%
Q2 2022$2,091,000
-14.1%
15,575
+1.0%
0.98%
-5.0%
Q1 2022$2,433,000
+1.1%
15,426
+4.4%
1.04%
+5.4%
Q4 2021$2,406,000
+9.5%
14,781
+0.7%
0.98%
+2.1%
Q3 2021$2,198,000
-6.5%
14,672
-6.0%
0.96%
-7.8%
Q2 2021$2,352,000
+4.4%
15,606
-1.9%
1.04%
+2.3%
Q1 2021$2,253,000
+12.8%
15,907
+1.6%
1.02%
+13.8%
Q4 2020$1,997,000
+19.9%
15,659
+1.7%
0.90%
+9.8%
Q3 2020$1,665,000
+5.4%
15,394
-0.8%
0.82%
-1.1%
Q2 2020$1,579,000
+48.1%
15,522
+22.3%
0.83%
+19.2%
Q1 2020$1,066,000
-19.3%
12,688
+11.2%
0.69%
+2.1%
Q4 2019$1,321,000–11,415–0.68%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,246,487$134,758,00018.70%
HOWARD FINANCIAL SERVICES, LTD. 183,960$19,888,00012.85%
AlphaCore Capital LLC 130,090$14,064,00012.75%
TOTAL INVESTMENT MANAGEMENT INC 388,269$41,743,00012.06%
SPC Financial, Inc. 567,667$61,370,00010.58%
MANCHESTER FINANCIAL INC 123,031$13,301,00010.10%
MARINER INVESTMENT GROUP LLC 31,300$3,384,0009.37%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 311,936$33,723,0008.82%
Sterneck Capital Management, LLC 95,024$10,273,0008.68%
Jackson, Grant Investment Advisers, Inc. 128,045$13,843,0008.32%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders