INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 4 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,830,508 | -3.5% | 53,902 | +894.1% | 1.91% | +1.7% |
| Q2 2023 | $1,896,262 | +12.4% | 5,422 | -0.2% | 1.88% | +9.7% |
| Q1 2023 | $1,686,397 | +9.4% | 5,431 | -2.7% | 1.71% | +6.1% |
| Q4 2022 | $1,540,979 | -1.4% | 5,584 | -4.1% | 1.61% | -7.7% |
| Q3 2022 | $1,563,000 | -7.0% | 5,820 | -0.7% | 1.75% | -2.3% |
| Q2 2022 | $1,680,000 | -18.9% | 5,860 | -0.5% | 1.79% | -5.2% |
| Q1 2022 | $2,071,000 | -5.0% | 5,890 | -0.3% | 1.89% | -3.0% |
| Q4 2021 | $2,179,000 | – | 5,910 | – | 1.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 108,872 | $25,900,000 | 16.08% |
| Engrave Wealth Partners LLC | 54,444 | $12,952,000 | 11.53% |
| Wolf Group Capital Advisors | 44,180 | $10,510,000 | 7.83% |
| Retirement Group, LLC | 45,498 | $10,824,000 | 6.71% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 12,515 | $3,093,000 | 3.38% |
| Systelligence, LLC | 33,635 | $8,002,000 | 2.59% |
| Jackson Wealth Management, LLC | 61,014 | $14,515,000 | 2.58% |
| Financial Services Advisory Inc | 21,212 | $5,046,000 | 2.56% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 164,764 | $39,197,000 | 2.38% |
| Great Diamond Partners, LLC | 18,381 | $4,372,000 | 1.81% |