Clearstead Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$22,920
+107.4%
476
+100.0%
0.00%0.0%
Q2 2023$11,053
+2.0%
2380.0%0.00%0.0%
Q1 2023$10,837
-0.5%
2380.0%0.00%0.0%
Q4 2022$10,886
+8.9%
2380.0%0.00%0.0%
Q3 2022$10,000
-9.1%
2380.0%0.00%0.0%
Q2 2022$11,000
-15.4%
2380.0%0.00%0.0%
Q1 2022$13,0000.0%2380.0%0.00%0.0%
Q4 2021$13,000
+8.3%
2380.0%0.00%0.0%
Q3 2021$12,0000.0%2380.0%0.00%0.0%
Q2 2021$12,0000.0%2380.0%0.00%0.0%
Q1 2021$12,000
+50.0%
2380.0%0.00%0.0%
Q4 2020$8,000
+33.3%
2380.0%0.00%0.0%
Q3 2020$6,0000.0%2380.0%0.00%0.0%
Q2 2020$6,000
+20.0%
2380.0%0.00%0.0%
Q1 2020$5,0002380.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 291,730$8,629,0001.40%
Tolleson Wealth Management, Inc. 33,333$986,0000.68%
CONDOR CAPITAL MANAGEMENT 37,688$1,115,0000.18%
Ullmann Wealth Partners Group, LLC 8,288$245,0000.16%
Clearwater Capital Advisors, LLC 20,120$595,0000.11%
Institute for Wealth Management, LLC. 11,070$327,0000.07%
OPTIMUM INVESTMENT ADVISORS 3,000$89,0000.03%
CWM, LLC 70,452$3,574,0000.03%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 51,260$1,516,0000.01%
LPL Financial LLC 128,463$3,800,0000.01%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders