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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,852 | -2.7% | 8,535 | +901.8% | 0.18% | +2.9% |
| Q2 2023 | $297,801 | +12.9% | 852 | +0.4% | 0.17% | +4.8% |
| Q1 2023 | $263,695 | +12.9% | 849 | +0.4% | 0.16% | +4.4% |
| Q4 2022 | $233,612 | -9.1% | 846 | -11.4% | 0.16% | -32.2% |
| Q3 2022 | $257,000 | -5.5% | 955 | +0.6% | 0.23% | -12.1% |
| Q2 2022 | $272,000 | -18.3% | 949 | +0.3% | 0.26% | +0.8% |
| Q1 2022 | $333,000 | +23.3% | 946 | +29.4% | 0.26% | +17.9% |
| Q4 2021 | $270,000 | – | 731 | – | 0.22% | – |
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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% |