Morton Capital Management LLC/CA - 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
Morton Capital Management LLC/CA ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$578,804
+5.9%
4,085
+11.8%
0.20%
+9.6%
Q2 2023$546,785
+3.5%
3,6540.0%0.19%0.0%
Q1 2023$528,442
+2.4%
3,6540.0%0.19%
-7.0%
Q4 2022$516,128
+11.0%
3,6540.0%0.20%
-5.2%
Q3 2022$465,082
-10.2%
3,654
-5.2%
0.21%
-5.8%
Q2 2022$517,645
-14.9%
3,856
+0.0%
0.22%
-9.6%
Q1 2022$608,032
-3.1%
3,8550.0%0.25%
-2.0%
Q4 2021$627,3303,8550.25%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2022
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 1,246,487$134,758,00018.70%
HOWARD FINANCIAL SERVICES, LTD. 183,960$19,888,00012.85%
AlphaCore Capital LLC 130,090$14,064,00012.75%
TOTAL INVESTMENT MANAGEMENT INC 388,269$41,743,00012.06%
SPC Financial, Inc. 567,667$61,370,00010.58%
MANCHESTER FINANCIAL INC 123,031$13,301,00010.10%
MARINER INVESTMENT GROUP LLC 31,300$3,384,0009.37%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 311,936$33,723,0008.82%
Sterneck Capital Management, LLC 95,024$10,273,0008.68%
Jackson, Grant Investment Advisers, Inc. 128,045$13,843,0008.32%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders