INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 230 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,734 | -63.0% | 614 | -70.8% | 0.16% | -66.9% |
| Q4 2022 | $580,206 | +38.8% | 2,102 | +35.3% | 0.49% | +40.5% |
| Q3 2022 | $418,000 | -30.4% | 1,554 | -26.0% | 0.35% | -17.6% |
| Q2 2022 | $601,000 | +9.9% | 2,099 | +34.6% | 0.42% | +29.2% |
| Q1 2022 | $547,000 | +18.7% | 1,559 | +24.6% | 0.32% | +20.8% |
| Q4 2021 | $461,000 | +28.4% | 1,251 | +1.5% | 0.27% | +2.3% |
| Q4 2020 | $359,000 | +10.5% | 1,232 | -0.6% | 0.26% | -9.9% |
| Q3 2020 | $325,000 | +10.2% | 1,240 | -0.2% | 0.29% | -4.9% |
| Q2 2020 | $295,000 | -8.4% | 1,242 | -24.6% | 0.31% | -8.9% |
| Q1 2020 | $322,000 | – | 1,648 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 114,390 | $40,206,000 | 19.88% |
| Retirement Group, LLC | 66,862 | $23,501,000 | 9.07% |
| Ursa Fund Management, LLC | 50,000 | $22,582,000 | 8.83% |
| Wolf Group Capital Advisors | 41,781 | $14,685,000 | 7.51% |
| COLUMBIA ADVISORY PARTNERS LLC | 20,420 | $7,177,000 | 7.20% |
| Retireful, LLC | 829 | $263,000 | 6.32% |
| Financial Services Advisory Inc | 10,788 | $3,792,000 | 5.89% |
| Fortune 45 LLC | 16,546 | $5,815,000 | 5.48% |
| Portfolio Strategies, Inc. | 60,007 | $21,086,000 | 3.94% |
| Virginia National Bank | 9,369 | $3,293,000 | 3.76% |