WILLNER & HELLER, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is RFG and the CUSIP is 46137V217. A total of 77 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$615,548
-3.7%
12,627
+0.1%
0.59%
-7.4%
Q1 2024$639,507
+23.1%
12,614
+0.1%
0.64%
+9.8%
Q4 2023$519,670
+16.1%
12,596
+404.0%
0.58%
-8.8%
Q4 2022$447,511
+7.6%
2,499
+0.2%
0.64%
-5.2%
Q3 2022$416,000
+2.5%
2,493
+0.2%
0.67%
+6.2%
Q2 2022$406,000
-29.9%
2,487
-1.0%
0.63%
-11.2%
Q1 2022$579,000
+1.8%
2,511
-2.7%
0.71%
-5.9%
Q4 2021$569,0002,5800.76%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2022
NameSharesValueWeighting ↓
POM Investment Strategies, LLC 129,320$6,304,3605.04%
Twelve Points Wealth Management LLC 184,675$9,002,9033.17%
Christopher J. Hasenberg, Inc 105,803$5,157,8962.34%
New England Private Wealth Advisors LLC 196,146$9,562,1381.67%
Arrow Investment Advisors, LLC 20,883$1,018,0460.93%
Compton Wealth Advisory Group, LLC 50,500$2,461,8750.66%
WILLNER & HELLER, LLC 12,627$615,5480.59%
PACIFIC SUN FINANCIAL CORP 12,205$594,9980.35%
Prosperity Consulting Group, LLC 47,350$2,308,3130.31%
Commonwealth Financial Services, LLC 23,099$1,117,2990.23%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders