INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 275 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is 125.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,199,227 | +5.0% | 201,076 | -3.3% | 8.98% | +1.1% |
| Q1 2024 | $8,762,282 | +12.4% | 207,982 | +0.7% | 8.88% | +10.9% |
| Q4 2023 | $7,792,845 | +6.7% | 206,597 | -3.9% | 8.01% | +0.6% |
| Q3 2023 | $7,303,406 | -6.6% | 215,059 | +862.2% | 7.96% | -4.8% |
| Q2 2023 | $7,816,483 | +11.7% | 22,350 | -0.9% | 8.36% | +26.6% |
| Q1 2023 | $7,000,673 | +10.9% | 22,545 | -1.4% | 6.60% | +9.9% |
| Q4 2022 | $6,310,007 | +24.7% | 22,864 | +21.6% | 6.01% | -2.6% |
| Q3 2022 | $5,062,000 | -13.5% | 18,806 | -7.9% | 6.17% | -7.9% |
| Q2 2022 | $5,853,000 | -18.4% | 20,423 | +0.0% | 6.70% | -6.9% |
| Q1 2022 | $7,177,000 | +7.6% | 20,420 | +13.0% | 7.20% | +8.3% |
| Q4 2021 | $6,671,000 | – | 18,073 | – | 6.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 110,928 | $32,891,000 | 19.07% |
| Wolf Group Capital Advisors | 47,053 | $13,952,000 | 8.03% |
| Retirement Group, LLC | 50,027 | $14,833,000 | 6.73% |
| FOCUS Wealth Advisors, LLC | 26,945 | $8,078,000 | 5.95% |
| Diversified, LLC | 19,564 | $5,801,000 | 4.47% |
| MRA Advisory Group | 10,208 | $3,027,000 | 2.85% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 11,369 | $3,371,000 | 2.67% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 168,016 | $49,818,000 | 2.16% |
| Cedar Wealth Management, LLC | 12,413 | $3,681,000 | 1.83% |
| Financial Services Advisory Inc | 10,422 | $3,090,000 | 1.40% |