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 52 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2021
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 659,370$33,446,0006.64%
Fermata Advisors, LLC 34,959$1,774,0001.03%
Fulcrum Equity Management 46,145$2,341,0000.87%
Crescent Capital Consulting, LLC 76,618$3,886,0000.73%
EWG Elevate Inc. 29,118$1,494,0000.58%
Tolleson Wealth Management, Inc. 33,333$1,691,0000.46%
Cardan Capital Partners, LLC 73,124$3,710,0000.41%
Armbruster Capital Management, Inc. 9,094$461,0000.13%
Gladstone Institutional Advisory LLC 17,638$8950.11%
Institute for Wealth Management, LLC. 9,740$494,0000.09%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders