Concord Wealth Partners - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XMHQ and the CUSIP is 46137V472. A total of 67 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$6,049,833
+7.9%
75,116
+8.1%
1.28%
+6.4%
Q2 2023$5,608,573
+53.0%
69,490
+39.1%
1.21%
+16.2%
Q1 2023$3,665,666
+31.0%
49,948
+23.3%
1.04%
+23.7%
Q4 2022$2,797,248
+16.2%
40,501
+4.8%
0.84%
+10.1%
Q3 2022$2,407,000
-6.4%
38,641
-4.5%
0.76%
+8.2%
Q2 2022$2,571,000
-22.4%
40,450
-7.8%
0.71%
-17.6%
Q1 2022$3,313,000
-4.9%
43,860
+1.0%
0.86%
+0.6%
Q4 2021$3,484,000
+68.2%
43,423
+59.3%
0.85%
+0.5%
Q3 2021$2,071,000
-28.6%
27,260
-27.3%
0.85%
+2.0%
Q2 2021$2,900,000
+31.1%
37,499
+29.0%
0.83%
+11.5%
Q1 2021$2,212,000
+6044.4%
29,059
+5372.5%
0.74%
+2560.7%
Q4 2020$36,0005310.03%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Capital Planning Advisors, LLC 299,133$24,092,1725.03%
ADAMSBROWN WEALTH CONSULTANTS LLC 104,615$8,425,6794.15%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 78,046$6,285,8253.01%
Milestone Investment Advisors LLC 116,761$9,403,9392.68%
EWG Elevate Inc. 69,706$5,614,1602.54%
Alaska Permanent Capital Management 293,612$23,620,5942.09%
Masso Torrence Wealth Management Inc. 31,651$2,549,1711.96%
BENJAMIN F. EDWARDS & COMPANY, INC. 627,257$50,5191.94%
PENOBSCOT WEALTH MANAGEMENT 31,672$2,5511.93%
Per Stirling Capital Management, LLC. 108,973$8,776,7071.82%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders