INVESCO EXCHANGE TRADED FD T's ticker is SPGP and the CUSIP is 46137V431. A total of 201 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 1.33 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $4,836,131 | +21.3% | 53,273 | +14.0% | 4.64% | -2.8% |
Q1 2023 | $3,985,890 | +16.0% | 46,728 | +12.3% | 4.78% | -14.8% |
Q4 2022 | $3,436,142 | +62.2% | 41,600 | +46.9% | 5.60% | +64.8% |
Q3 2022 | $2,119,000 | -62.8% | 28,321 | -60.4% | 3.40% | -43.6% |
Q2 2022 | $5,700,000 | -30.8% | 71,547 | -20.7% | 6.03% | -5.0% |
Q1 2022 | $8,232,000 | -3.8% | 90,223 | +2.3% | 6.35% | +10.1% |
Q4 2021 | $8,553,000 | +13.8% | 88,152 | +2.0% | 5.77% | -0.3% |
Q3 2021 | $7,517,000 | -1.8% | 86,412 | -1.0% | 5.79% | +2.7% |
Q2 2021 | $7,652,000 | +8.1% | 87,312 | +3.1% | 5.63% | +3.3% |
Q1 2021 | $7,080,000 | +14.5% | 84,649 | -1.4% | 5.45% | +2.2% |
Q4 2020 | $6,184,000 | +7.2% | 85,836 | -11.3% | 5.34% | -10.3% |
Q3 2020 | $5,771,000 | +40.7% | 96,786 | +29.9% | 5.95% | +17.0% |
Q2 2020 | $4,102,000 | -12.1% | 74,517 | -28.9% | 5.09% | +14.8% |
Q1 2020 | $4,668,000 | – | 104,774 | – | 4.43% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Silicon Valley Capital Partners | 1,024,246 | $99,383,000 | 15.61% |
Stuart Chaussee & Associates, Inc. | 157,895 | $15,321,000 | 6.59% |
WIN ADVISORS, INC | 260,347 | $25,261,000 | 5.78% |
Wealth Enhancement & Preservation of GA, LLC | 88,152 | $8,553,000 | 5.77% |
Braun-Bostich & Associates Inc. | 224,130 | $20,764,000 | 4.95% |
AFFINITY WEALTH MANAGEMENT LLC | 224,130 | $20,764,000 | 4.28% |
Castle Financial & Retirement Planning Associates, Inc. | 13,824 | $1,256,000 | 4.26% |
WESCAP Management Group, Inc. | 123,289 | $11,962,000 | 3.30% |
GeoWealth Management, LLC | 285,254 | $27,680,000 | 2.26% |
Perennial Investment Advisors, LLC | 65,813 | $6,385,000 | 2.00% |