INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 89 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $385,000 | +16.7% | 15,615 | +17.7% | 0.00% | – |
| Q1 2024 | $330,000 | -0.3% | 13,267 | 0.0% | 0.00% | – |
| Q4 2023 | $331,000 | +6.4% | 13,267 | 0.0% | 0.00% | – |
| Q3 2023 | $311,000 | -14.6% | 13,267 | -10.3% | 0.00% | – |
| Q2 2023 | $364,000 | -1.9% | 14,787 | -1.3% | 0.00% | – |
| Q1 2023 | $371,000 | -0.3% | 14,987 | -2.8% | 0.00% | – |
| Q4 2022 | $372,000 | +26.1% | 15,419 | +21.2% | 0.00% | – |
| Q3 2022 | $295,000 | -4.5% | 12,722 | +0.0% | 0.00% | – |
| Q2 2022 | $309,000 | +5.1% | 12,719 | +11.6% | 0.00% | – |
| Q1 2022 | $294,000 | +25.6% | 11,399 | +35.7% | 0.00% | – |
| Q4 2021 | $234,000 | -18.5% | 8,399 | -18.9% | 0.00% | – |
| Q3 2021 | $287,000 | +11.2% | 10,354 | +12.6% | 0.00% | – |
| Q2 2021 | $258,000 | -31.6% | 9,194 | -32.7% | 0.00% | – |
| Q1 2021 | $377,000 | +26.9% | 13,658 | +28.9% | 0.00% | – |
| Q4 2020 | $297,000 | +70.7% | 10,593 | +68.5% | 0.00% | – |
| Q3 2020 | $174,000 | +45.0% | 6,286 | +43.3% | 0.00% | – |
| Q2 2020 | $120,000 | -43.7% | 4,386 | -44.5% | 0.00% | – |
| Q1 2020 | $213,000 | +1.9% | 7,897 | +3.4% | 0.00% | – |
| Q4 2019 | $209,000 | -5.4% | 7,636 | -5.3% | 0.00% | – |
| Q3 2019 | $221,000 | +6.2% | 8,066 | +4.3% | 0.00% | – |
| Q2 2019 | $208,000 | -18.4% | 7,736 | -20.1% | 0.00% | – |
| Q1 2019 | $255,000 | -13.9% | 9,684 | -15.7% | 0.00% | – |
| Q4 2018 | $296,000 | -42.0% | 11,484 | -42.6% | 0.00% | – |
| Q3 2018 | $510,000 | +41.7% | 20,000 | +43.9% | 0.00% | – |
| Q2 2018 | $360,000 | – | 13,901 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 490,445 | $11,363,000 | 1.06% |
| McNaughton Wealth Management, LLC | 42,411 | $983,000 | 0.72% |
| FIRST AMERICAN TRUST, FSB | 153,737 | $3,562,000 | 0.60% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 63,819 | $1,479,000 | 0.59% |
| Omega Financial Group, LLC | 41,301 | $957,000 | 0.50% |
| Charles Schwab Investment Advisory, Inc. | 11,630,805 | $269,486,000 | 0.49% |
| FOCUS Wealth Advisors, LLC | 21,523 | $499,000 | 0.35% |
| Running Point Capital Advisors, LLC | 22,805 | $528,000 | 0.35% |
| SimpliFi, Inc. | 25,787 | $597,000 | 0.31% |
| Warren Street Wealth Advisors, LLC | 11,801 | $273,000 | 0.28% |