INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 205 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365 | -18.0% | 40,201 | +744.7% | 1.51% | -20.1% |
| Q2 2023 | $1,664 | -15.6% | 4,759 | -25.0% | 1.89% | -9.9% |
| Q1 2023 | $1,971 | +11.3% | 6,347 | -1.1% | 2.10% | +3.8% |
| Q4 2022 | $1,771 | -99.9% | 6,416 | +0.2% | 2.02% | +154.1% |
| Q3 2022 | $1,723,000 | -52.7% | 6,400 | -49.7% | 0.80% | -4.9% |
| Q2 2022 | $3,646,000 | +57.8% | 12,724 | +93.6% | 0.84% | -11.9% |
| Q1 2022 | $2,310,000 | -4.8% | 6,573 | -0.0% | 0.95% | -9.6% |
| Q4 2021 | $2,426,000 | +9.7% | 6,574 | -1.9% | 1.05% | +17.1% |
| Q3 2021 | $2,212,000 | +4.5% | 6,702 | +3.0% | 0.90% | +5.9% |
| Q2 2021 | $2,117,000 | +12.0% | 6,505 | +2.0% | 0.85% | +8.2% |
| Q1 2021 | $1,890,000 | +16.2% | 6,375 | +11.8% | 0.78% | +14.0% |
| Q4 2020 | $1,626,000 | +11.5% | 5,701 | +2.4% | 0.69% | +10.3% |
| Q3 2020 | $1,458,000 | +90.6% | 5,566 | +73.1% | 0.62% | +77.3% |
| Q2 2020 | $765,000 | – | 3,216 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 112,316 | $37,065,000 | 19.64% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 35,763 | $11,802,000 | 8.37% |
| Retirement Group, LLC | 53,254 | $17,574,000 | 8.08% |
| Wolf Group Capital Advisors | 44,542 | $14,699,000 | 8.01% |
| Diversified, LLC | 36,139 | $11,926,000 | 6.34% |
| LITTLE HOUSE CAPITAL LLC | 12,920 | $4,264,000 | 2.50% |
| MRA Advisory Group | 8,072 | $2,664,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 163,306 | $53,892,000 | 2.12% |
| Cedar Wealth Management, LLC | 12,424 | $4,100,000 | 1.82% |
| SignalPoint Asset Management, LLC | 12,412 | $4,096,000 | 1.31% |