WCG Wealth Advisors LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is SPHQ and the CUSIP is 46137V241. A total of 393 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$32,778
+20.3%
641,100
+18.6%
2.40%
-24.6%
Q2 2023$27,252
+8.9%
540,750
+2.3%
3.18%
-0.7%
Q1 2023$25,021
-99.9%
528,763
-0.5%
3.21%
-0.1%
Q4 2022$23,390,826
+14.6%
531,610
+3.5%
3.21%
+18.9%
Q3 2022$20,410,000
-51.9%
513,590
-44.2%
2.70%
-7.1%
Q2 2022$42,401,000919,8052.90%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
SFMG, LLC 1,599,348$77,728,0008.63%
Ballast, Inc. 392,289$19,065,0008.04%
PRIVATE CAPITAL MANAGEMENT LLC 267,741$13,012,0005.96%
Elevation Capital Advisory, LLC 216,093$10,518,0005.90%
Evensky & Katz LLC 832,861$40,477,0004.13%
Flagship Private Wealth, LLC 92,292$4,537,122,0003.45%
Nikulski Financial, Inc. 127,713$6,326,0002.95%
Opes Wealth Management LLC 147,017$7,145,0002.64%
Legacy Private Trust Co. 624,138$30,333,0002.56%
Cedar Mountain Advisors, LLC 152,267$7,400,0002.44%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders