ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 205 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$246,855
-2.5%
7,269
+904.0%
0.12%0.0%
Q2 2023$253,205
+14.5%
724
+1.7%
0.12%
+2.6%
Q1 2023$221,090
-44.6%
712
-52.0%
0.12%
-53.6%
Q3 2022$399,000
-70.2%
1,484
-68.3%
0.25%
-73.0%
Q2 2022$1,341,000
-20.9%
4,681
-2.9%
0.92%
-8.6%
Q1 2022$1,695,000
-8.0%
4,822
-3.4%
1.01%
-2.7%
Q4 2021$1,843,0004,9931.03%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
Wolf Group Capital Advisors 12,244$2,202,0001.64%
SignalPoint Asset Management, LLC 17,294$3,110,0001.50%
Reitz Capital Advisors LLC 5,722$1,029,0001.24%
Seneca House Advisors 5,607$1,008,0000.95%
Glassman Wealth Services 6,851$1,232,0000.66%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 49,396$8,882,0000.61%
Institute for Wealth Management, LLC. 6,541$1,176,0000.48%
Pensionmark Financial Group, LLC 3,008$586,0000.26%
Gateway Advisory, LLC 2,819$507,0000.21%
IHT Wealth Management, LLC 5,723$1,029,0000.20%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders