INVESCO EXCHANGE TRADED FD T's ticker is CSD and the CUSIP is 46137V159.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,983 | -1.4% | 410 | 0.0% | 0.00% | – |
| Q2 2023 | $23,309 | +0.4% | 410 | 0.0% | 0.00% | – |
| Q1 2023 | $23,221 | +8.1% | 410 | 0.0% | 0.00% | – |
| Q4 2022 | $21,487 | +7.4% | 410 | 0.0% | 0.00% | – |
| Q3 2022 | $20,000 | 0.0% | 410 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -20.0% | 410 | 0.0% | 0.00% | – |
| Q1 2022 | $25,000 | -3.8% | 410 | 0.0% | 0.00% | – |
| Q4 2021 | $26,000 | 0.0% | 410 | 0.0% | 0.00% | – |
| Q3 2021 | $26,000 | 0.0% | 410 | 0.0% | 0.00% | – |
| Q2 2021 | $26,000 | 0.0% | 410 | 0.0% | 0.00% | – |
| Q1 2021 | $26,000 | +13.0% | 410 | 0.0% | 0.00% | – |
| Q4 2020 | $23,000 | +27.8% | 410 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | -37.9% | 410 | -46.1% | 0.00% | – |
| Q2 2020 | $29,000 | +31.8% | 760 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -42.1% | 760 | 0.0% | 0.00% | – |
| Q4 2019 | $38,000 | +8.6% | 760 | 0.0% | 0.00% | – |
| Q3 2019 | $35,000 | -23.9% | 760 | -11.6% | 0.00% | – |
| Q2 2019 | $46,000 | +15.0% | 860 | +13.2% | 0.00% | – |
| Q1 2019 | $40,000 | 0.0% | 760 | 0.0% | 0.00% | – |
| Q4 2018 | $40,000 | – | 760 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Partners Investment Group LLC | 159,826 | $8,677,000 | 1.35% |
| NORTHERN CAPITAL MANAGEMENT LLC | 86,075 | $4,673,000 | 1.14% |
| Occidental Asset Management, LLC | 14,100 | $765,000 | 0.41% |
| Financial Architects, Inc | 33,410 | $1,813,000 | 0.32% |
| Peak Asset Management, LLC | 14,934 | $811,000 | 0.30% |
| Phocas Financial Corp. | 331,314 | $1,809,000 | 0.16% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 3,673 | $199,000 | 0.08% |
| CALTON & ASSOCIATES, INC. | 3,905 | $215,000 | 0.06% |
| Advisors Preferred, LLC | 2,386 | $130,000 | 0.06% |
| APPLETON PARTNERS INC/MA | 5,920 | $321,000 | 0.05% |