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 76 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 242,613$5,694,1273.83%
FIRST FOUNDATION ADVISORS 1,171,080$27,485,2471.28%
Gerber Kawasaki Wealth & Investment Management 764,168$17,935,0161.22%
Affinity Capital Advisors, LLC 152,530$3,579,8790.98%
McNaughton Wealth Management, LLC 57,981$1,360,8140.90%
SimpliFi, Inc. 64,991$1,525,3470.75%
Miracle Mile Advisors, LLC 709,902$16,661,4070.51%
Charles Schwab Investment Advisory, Inc. 13,682,286$321,123,2520.51%
FIRST AMERICAN TRUST, FSB 150,961$3,543,0510.50%
Omega Financial Group, LLC 39,162$919,1410.45%
View complete list of INVESCO EXCH TRADED FD TR II shareholders