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 | $420,585 | +8.8% | 9,193 | +0.2% | 0.21% | +2.0% |
| Q1 2024 | $386,519 | +11.9% | 9,174 | +0.2% | 0.20% | +2.5% |
| Q4 2023 | $345,327 | +19.1% | 9,155 | +7.3% | 0.20% | +12.4% |
| 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 | 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% |