INVESCO EXCHANGE TRADED FD T's ticker is DWAQ and the CUSIP is 46137V829.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $192,000 | +18.5% | 1,500 | 0.0% | 0.00% | – |
| Q3 2019 | $162,000 | -8.5% | 1,500 | 0.0% | 0.00% | – |
| Q2 2019 | $177,000 | +7.9% | 1,500 | 0.0% | 0.00% | – |
| Q1 2019 | $164,000 | +24.2% | 1,500 | 0.0% | 0.00% | – |
| Q4 2018 | $132,000 | -25.0% | 1,500 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $176,000 | +5.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $167,000 | – | 1,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Wealth Management, LLC | 19,789 | $2,174,000 | 1.76% |
| Institute for Wealth Management, LLC. | 23,536 | $2,579,000 | 0.56% |
| Private Capital Group, LLC | 587 | $64,000 | 0.01% |
| JNBA Financial Advisors | 393 | $43,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 375 | $41,000 | 0.00% |
| American Portfolios Advisors | 271 | $29,696 | 0.00% |
| Janney Montgomery Scott LLC | 2,488 | $273,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,866 | $205,000 | 0.00% |
| Advisory Services Network, LLC | 227 | $25,000 | 0.00% |
| JANE STREET GROUP, LLC | 12,246 | $1,342,000 | 0.00% |