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 126 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$2,216,706
-6.6%
42,320
+1.5%
0.51%
-4.9%
Q1 2024$2,373,444
+18.5%
41,683
+12.8%
0.54%
+11.9%
Q4 2023$2,002,368
+37.8%
36,965
+22.6%
0.48%
+16.9%
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 2023
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 129,219$6,964,0006.69%
Fortress Wealth Management, Inc. 82,083$4,423,0003.33%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 151,505$8,165,0002.47%
Fulcrum Equity Management 75,756$4,082,0001.53%
MONEY CONCEPTS CAPITAL CORP 264,699$14,265,0001.21%
Aspire Wealth Management Corp 19,156$1,032,0000.84%
Marshall Financial Group, LLC 41,917$2,259,0000.83%
LWM Advisory Services, LLC 10,902$588,0000.73%
MONECO Advisors, LLC 31,957$1,660,0000.62%
Fermata Advisors, LLC 30,529$1,645,0000.60%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders