Forum Financial Management, LP - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RSP and the CUSIP is 46137V357. A total of 1,055 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2022. The put-call ratio across all filers is 2.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$737,300
-5.0%
5,204
+0.3%
0.02%
-5.9%
Q2 2023$776,405
+2.8%
5,188
-0.7%
0.02%
-22.7%
Q1 2023$755,257
+1.9%
5,222
-0.5%
0.02%
-8.3%
Q4 2022$741,328
+10.3%
5,248
-0.6%
0.02%
-25.0%
Q3 2022$672,000
-4.3%
5,281
+1.0%
0.03%
-8.6%
Q2 2022$702,000
-15.7%
5,230
-1.1%
0.04%
-12.5%
Q1 2022$833,000
-3.1%
5,2860.0%0.04%
-9.1%
Q4 2021$860,0005,2860.04%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2022
NameSharesValueWeighting ↓
Compass Wealth Management LLC 107,579$16,975,9074.74%
Modus Advisors, LLC 29,725$4,690,6531.90%
Curbstone Financial Management Corp 38,667$6,101,6861.38%
First National Bank of Mount Dora, Trust Investment Services 19,927$3,144,4800.84%
RVW Wealth, LLC 45,241$7,138,9730.78%
First Financial Bank - Trust Division 45,839$7,233,3910.74%
Capital Market Strategies LLC 4,417$697,1020.61%
Greenfield Savings Bank 6,455$1,018,5990.59%
WealthPLAN Partners, LLC 28,010$4,419,9380.45%
Horizons Wealth Management 3,569$563,1880.37%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders