INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 222 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2023. The put-call ratio across all filers is 1.41 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,738,134 | +11.2% | 37,992 | +2.4% | 0.92% | +2.9% |
| Q1 2024 | $1,562,981 | +12.0% | 37,099 | +0.3% | 0.89% | -1.8% |
| Q4 2023 | $1,395,338 | +21.0% | 36,992 | +9.0% | 0.91% | -7.0% |
| Q3 2023 | $1,152,704 | +103.6% | 33,943 | +1996.5% | 0.98% | +134.8% |
| Q2 2023 | $566,214 | – | 1,619 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 110,928 | $32,891,000 | 19.07% |
| Wolf Group Capital Advisors | 47,053 | $13,952,000 | 8.03% |
| Retirement Group, LLC | 50,027 | $14,833,000 | 6.73% |
| FOCUS Wealth Advisors, LLC | 26,945 | $8,078,000 | 5.95% |
| Diversified, LLC | 19,564 | $5,801,000 | 4.47% |
| MRA Advisory Group | 10,208 | $3,027,000 | 2.85% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 11,369 | $3,371,000 | 2.67% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 168,016 | $49,818,000 | 2.16% |
| Cedar Wealth Management, LLC | 12,413 | $3,681,000 | 1.83% |
| Financial Services Advisory Inc | 10,422 | $3,090,000 | 1.40% |