INVESCO EXCHANGE TRADED FD T's ticker is RZV and the CUSIP is 46137V167.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | – | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $4,000 | -55.6% | 135 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $9,000 | +12.5% | 135 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $8,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 135 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $7,000 | -30.0% | 135 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $10,000 | 0.0% | 135 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $10,000 | – | 135 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AllSquare Wealth Management LLC | 88,156 | $8,371,000 | 4.88% |
| Armbruster Capital Management, Inc. | 104,919 | $9,963,000 | 2.81% |
| RETIREMENT CAPITAL STRATEGIES | 51,014 | $4,844,000 | 1.85% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 24,275 | $2,305,000 | 1.59% |
| Cardan Capital Partners, LLC | 137,846 | $13,090,000 | 1.46% |
| Systematic Alpha Investments, LLC | 294,986 | $27,584,000 | 1.25% |
| Ayalon Insurance Comp Ltd. | 24,855 | $2,391,000 | 0.80% |
| MJP ASSOCIATES INC /ADV | 17,617 | $1,673,000 | 0.56% |
| Financial Services Advisory Inc | 12,959 | $1,231,000 | 0.53% |
| SkyView Investment Advisors, LLC | 12,181 | $1,078,000 | 0.50% |