INVESCO EXCHANGE TRADED FD T's ticker is XMVM and the CUSIP is 46137V456.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,078 | -0.5% | 1,878 | +0.1% | 0.06% | 0.0% |
| Q2 2023 | $86,554 | +6.0% | 1,877 | +0.4% | 0.06% | -1.5% |
| Q1 2023 | $81,623 | -0.5% | 1,870 | +0.4% | 0.07% | -7.0% |
| Q4 2022 | $82,063 | +355.9% | 1,863 | +311.3% | 0.07% | +317.6% |
| Q3 2022 | $18,000 | 0.0% | 453 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $18,000 | -25.0% | 453 | -9.0% | 0.02% | -10.5% |
| Q1 2022 | $24,000 | -25.0% | 498 | -24.3% | 0.02% | -26.9% |
| Q4 2021 | $32,000 | – | 658 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 101,822 | $4,908,000 | 3.93% |
| LWM Advisory Services, LLC | 30,766 | $1,483,000 | 1.84% |
| MONEY CONCEPTS CAPITAL CORP | 498,543 | $24,030,000 | 1.36% |
| Camelot Portfolios, LLC | 33,299 | $1,605,000 | 0.80% |
| PCG Wealth Advisors, LLC | 16,460 | $793,000 | 0.50% |
| USAdvisors Wealth Management, LLC | 24,076 | $1,160,000 | 0.50% |
| AVAII WEALTH MANAGEMENT, LLC | 7,966 | $384,000 | 0.36% |
| Atlas Private Wealth Advisors | 15,482 | $746,000 | 0.33% |
| Archford Capital Strategies, LLC | 31,233 | $1,463,000 | 0.33% |
| First Heartland Consultants, Inc. | 29,316 | $1,413,000 | 0.22% |