INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 202 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,005,963 | +30.9% | 29,622 | +1248.3% | 0.51% | +34.6% |
| Q2 2023 | $768,357 | -17.0% | 2,197 | -26.3% | 0.38% | -23.4% |
| Q1 2023 | $925,350 | +12.3% | 2,980 | -0.2% | 0.49% | +3.4% |
| Q4 2022 | $823,800 | +1.5% | 2,985 | -1.0% | 0.48% | -0.4% |
| Q3 2022 | $812,000 | -6.1% | 3,015 | -0.2% | 0.48% | -11.2% |
| Q2 2022 | $865,000 | +224.0% | 3,020 | +297.4% | 0.54% | +309.9% |
| Q1 2022 | $267,000 | +55.2% | 760 | +63.4% | 0.13% | +61.7% |
| Q4 2021 | $172,000 | +48.3% | 465 | +32.9% | 0.08% | +12.5% |
| Q3 2021 | $116,000 | +1.8% | 350 | 0.0% | 0.07% | +2.9% |
| Q2 2021 | $114,000 | +9.6% | 350 | 0.0% | 0.07% | -7.9% |
| Q1 2021 | $104,000 | +116.7% | 350 | +105.9% | 0.08% | +90.0% |
| Q4 2020 | $48,000 | +29.7% | 170 | +21.4% | 0.04% | +11.1% |
| Q3 2020 | $37,000 | – | 140 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 114,390 | $40,206,000 | 19.88% |
| Retirement Group, LLC | 66,862 | $23,501,000 | 9.07% |
| Ursa Fund Management, LLC | 50,000 | $22,582,000 | 8.83% |
| Wolf Group Capital Advisors | 41,781 | $14,685,000 | 7.51% |
| COLUMBIA ADVISORY PARTNERS LLC | 20,420 | $7,177,000 | 7.20% |
| Retireful, LLC | 829 | $263,000 | 6.32% |
| Financial Services Advisory Inc | 10,788 | $3,792,000 | 5.89% |
| Fortune 45 LLC | 16,546 | $5,815,000 | 5.48% |
| Portfolio Strategies, Inc. | 60,007 | $21,086,000 | 3.94% |
| Virginia National Bank | 9,369 | $3,293,000 | 3.76% |