Avantax Planning Partners, Inc. - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 69 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$288,446
-4.7%
12,2900.0%0.01%0.0%
Q2 2023$302,826
-0.5%
12,2900.0%0.01%0.0%
Q1 2023$304,423
+0.9%
12,290
-1.6%
0.01%0.0%
Q4 2022$301,58112,4930.01%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2022
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 221,449$5,456,5033.32%
McNaughton Wealth Management, LLC 59,531$1,466,8440.94%
Gerber Kawasaki Wealth & Investment Management 564,739$13,915,1770.93%
SimpliFi, Inc. 64,514$1,589,6350.75%
FIRST FOUNDATION ADVISORS 650,204$16,021,0260.69%
FIRST AMERICAN TRUST, FSB 146,883$3,6190.50%
Omega Financial Group, LLC 38,875$957,8790.44%
Affinity Capital Advisors, LLC 54,604$1,345,4430.36%
FOCUS Wealth Advisors, LLC 21,213$522,6880.35%
Charles Schwab Investment Advisory, Inc. 9,034,590$222,612,2980.34%
View complete list of INVESCO EXCH TRADED FD TR II shareholders