INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 4 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,593,987 | -2.9% | 105,830 | +900.0% | 0.49% | -6.4% |
| Q2 2023 | $3,701,193 | +9.2% | 10,583 | -3.0% | 0.53% | -3.5% |
| Q1 2023 | $3,389,015 | +9.8% | 10,914 | -2.4% | 0.55% | -22.1% |
| Q4 2022 | $3,085,456 | -14.0% | 11,180 | -16.1% | 0.70% | -26.4% |
| Q3 2022 | $3,588,000 | -20.4% | 13,329 | -15.2% | 0.95% | +19.7% |
| Q2 2022 | $4,505,000 | -18.8% | 15,719 | -0.4% | 0.80% | -8.1% |
| Q1 2022 | $5,547,000 | -4.8% | 15,783 | 0.0% | 0.87% | +24.0% |
| Q4 2021 | $5,825,000 | +6.3% | 15,783 | -5.0% | 0.70% | -11.4% |
| Q3 2021 | $5,482,000 | – | 16,613 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 108,872 | $25,900,000 | 16.08% |
| Engrave Wealth Partners LLC | 54,444 | $12,952,000 | 11.53% |
| Wolf Group Capital Advisors | 44,180 | $10,510,000 | 7.83% |
| Retirement Group, LLC | 45,498 | $10,824,000 | 6.71% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 12,515 | $3,093,000 | 3.38% |
| Systelligence, LLC | 33,635 | $8,002,000 | 2.59% |
| Jackson Wealth Management, LLC | 61,014 | $14,515,000 | 2.58% |
| Financial Services Advisory Inc | 21,212 | $5,046,000 | 2.56% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 164,764 | $39,197,000 | 2.38% |
| Great Diamond Partners, LLC | 18,381 | $4,372,000 | 1.81% |