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 | $300,546 | -2.9% | 8,850 | +900.0% | 0.04% | +2.6% |
| Q2 2023 | $309,511 | +12.6% | 885 | 0.0% | 0.04% | +5.4% |
| Q1 2023 | $274,810 | +20.7% | 885 | +7.3% | 0.04% | +15.6% |
| Q4 2022 | $227,684 | -4.3% | 825 | -6.8% | 0.03% | -11.1% |
| Q3 2022 | $238,000 | -6.3% | 885 | 0.0% | 0.04% | -7.7% |
| Q2 2022 | $254,000 | -18.3% | 885 | 0.0% | 0.04% | -7.1% |
| Q1 2022 | $311,000 | -4.9% | 885 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $327,000 | +12.0% | 885 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $292,000 | +1.4% | 885 | 0.0% | 0.04% | +4.7% |
| Q2 2021 | $288,000 | -1.4% | 885 | -10.2% | 0.04% | -8.5% |
| Q1 2021 | $292,000 | 0.0% | 985 | -3.9% | 0.05% | -13.0% |
| Q4 2020 | $292,000 | +7.7% | 1,025 | -1.0% | 0.05% | -3.6% |
| Q3 2020 | $271,000 | +27.2% | 1,035 | +15.6% | 0.06% | +19.1% |
| Q2 2020 | $213,000 | – | 895 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 112,316 | $37,065,000 | 19.64% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 35,763 | $11,802,000 | 8.37% |
| Retirement Group, LLC | 53,254 | $17,574,000 | 8.08% |
| Wolf Group Capital Advisors | 44,542 | $14,699,000 | 8.01% |
| Diversified, LLC | 36,139 | $11,926,000 | 6.34% |
| LITTLE HOUSE CAPITAL LLC | 12,920 | $4,264,000 | 2.50% |
| MRA Advisory Group | 8,072 | $2,664,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 163,306 | $53,892,000 | 2.12% |
| Cedar Wealth Management, LLC | 12,424 | $4,100,000 | 1.82% |
| SignalPoint Asset Management, LLC | 12,412 | $4,096,000 | 1.31% |