Clear Perspectives Financial Planning, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,296 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 2.61 and the average weighting 1.0%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q1 2023$14,613,864
+1.5%
101,050
-0.9%
8.19%
+7.1%
Q4 2022$14,404,711
+0.8%
101,980
-9.2%
7.65%
+9.2%
Q3 2022$14,293,000
-13.7%
112,292
-9.0%
7.01%
+8.5%
Q2 2022$16,570,000
-21.8%
123,441
-8.1%
6.46%
-19.5%
Q1 2022$21,182,000
-2.3%
134,310
+0.8%
8.03%
-8.4%
Q4 2021$21,684,000
+16.3%
133,237
+7.1%
8.77%
+3.8%
Q3 2021$18,642,000
+5.9%
124,427
+6.5%
8.45%
-0.6%
Q2 2021$17,605,000
+26.7%
116,800
+19.1%
8.50%
+5.6%
Q1 2021$13,893,000
+125.5%
98,074
+103.0%
8.05%
+106.1%
Q4 2020$6,162,00048,3173.90%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 645,012$82,264,81949.66%
LBMC INVESTMENT ADVISORS, LLC 1,259,287$160,609,00018.92%
Sightline Wealth Advisors, LLC 137,283$17,509,00017.25%
JD Financial Services Inc. 100,260$12,787,00013.94%
MOULTON WEALTH MANAGEMENT, INC 125,432$16,453,00013.25%
AlphaCore Capital LLC 139,177$17,751,00013.23%
Astor Investment Management LLC 467,940$59,681,00013.14%
HOWARD FINANCIAL SERVICES, LTD. 193,013$24,617,00012.97%
SPC Financial, Inc. 681,187$86,879,00012.22%
MJP ASSOCIATES INC /ADV 196,399$25,049,00010.55%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders