Fermata Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 90 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,452,778
+22.1%
30,159
+17.8%
0.41%
-62.0%
Q2 2023$1,189,712
-7.8%
25,606
-9.2%
1.08%
+181.7%
Q4 2022$1,290,306
+12.7%
28,194
+1.5%
0.38%
+2.4%
Q3 2022$1,145,000
-15.4%
27,765
-8.8%
0.37%
-21.0%
Q2 2022$1,353,000
-12.0%
30,447
+6.7%
0.47%
-18.2%
Q1 2022$1,538,000
-6.5%
28,539
-6.5%
0.58%
-4.2%
Q4 2021$1,645,000
+85.5%
30,529
+73.3%
0.60%
+53.6%
Q3 2021$887,000
-50.0%
17,619
-49.6%
0.39%
-62.0%
Q2 2021$1,774,000
+90.5%
34,959
+81.6%
1.03%
+31.7%
Q1 2021$931,00019,2490.78%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 291,730$8,629,0001.40%
Tolleson Wealth Management, Inc. 33,333$986,0000.68%
CONDOR CAPITAL MANAGEMENT 37,688$1,115,0000.18%
Ullmann Wealth Partners Group, LLC 8,288$245,0000.16%
Clearwater Capital Advisors, LLC 20,120$595,0000.11%
Institute for Wealth Management, LLC. 11,070$327,0000.07%
OPTIMUM INVESTMENT ADVISORS 3,000$89,0000.03%
CWM, LLC 70,452$3,574,0000.03%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 51,260$1,516,0000.01%
LPL Financial LLC 128,463$3,800,0000.01%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders