INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 275 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is 125.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,474,550 | -52.9% | 35,000 | -57.8% | 0.00% | -66.7% |
| Q4 2023 | $3,130,760 | -32.7% | 83,000 | -39.4% | 0.00% | -40.0% |
| Q3 2023 | $4,652,520 | +786.9% | 137,000 | +9033.3% | 0.01% | +400.0% |
| Q2 2023 | $524,595 | -86.5% | 1,500 | -88.0% | 0.00% | -80.0% |
| Q1 2023 | $3,881,500 | -65.2% | 12,500 | -69.1% | 0.01% | -61.5% |
| Q4 2022 | $11,149,592 | +4507.3% | 40,400 | +4388.9% | 0.01% | – |
| Q3 2022 | $242,000 | -78.4% | 900 | -76.9% | 0.00% | -100.0% |
| Q2 2022 | $1,118,000 | +51.5% | 3,900 | +85.7% | 0.00% | +100.0% |
| Q1 2022 | $738,000 | -51.2% | 2,100 | -48.8% | 0.00% | 0.0% |
| Q4 2021 | $1,513,000 | -16.6% | 4,100 | -25.5% | 0.00% | -50.0% |
| Q3 2021 | $1,815,000 | -34.4% | 5,500 | -35.3% | 0.00% | -33.3% |
| Q2 2021 | $2,766,000 | +56.1% | 8,500 | +41.7% | 0.00% | +50.0% |
| Q1 2021 | $1,772,000 | +31.1% | 6,000 | +26.3% | 0.00% | 0.0% |
| Q4 2020 | $1,352,000 | – | 4,750 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 110,928 | $32,891,000 | 19.07% |
| Wolf Group Capital Advisors | 47,053 | $13,952,000 | 8.03% |
| Retirement Group, LLC | 50,027 | $14,833,000 | 6.73% |
| FOCUS Wealth Advisors, LLC | 26,945 | $8,078,000 | 5.95% |
| Diversified, LLC | 19,564 | $5,801,000 | 4.47% |
| MRA Advisory Group | 10,208 | $3,027,000 | 2.85% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 11,369 | $3,371,000 | 2.67% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 168,016 | $49,818,000 | 2.16% |
| Cedar Wealth Management, LLC | 12,413 | $3,681,000 | 1.83% |
| Financial Services Advisory Inc | 10,422 | $3,090,000 | 1.40% |