INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 131 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $196,041 | +2.3% | 11,196 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $191,675 | +4.2% | 11,196 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $184,000 | -37.8% | 11,196 | -36.4% | 0.00% | 0.0% |
| Q2 2022 | $296,000 | -8.6% | 17,611 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $324,000 | -5.3% | 17,611 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $342,000 | -30.6% | 17,611 | -30.5% | 0.00% | -33.3% |
| Q3 2021 | $493,000 | -0.4% | 25,341 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $495,000 | +1.0% | 25,341 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $490,000 | -0.4% | 25,341 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $492,000 | – | 25,341 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towercrest Capital Management | 781,132 | $13,341,731 | 2.60% |
| Colorado Capital Management, Inc. | 186,251 | $3,181 | 2.41% |
| ISLAY CAPITAL MANAGEMENT, LLC | 153,536 | $2,622,395 | 2.20% |
| Capital Planning LLC | 218,517 | $3,732,270 | 1.47% |
| Omega Financial Group, LLC | 160,915 | $2,748,434 | 1.34% |
| Revolve Wealth Partners, LLC | 219,293 | $3,745,532 | 0.86% |
| Strategic Advocates LLC | 97,740 | $1,669,399 | 0.79% |
| MBL Wealth, LLC | 300,575 | $5,133,821 | 0.72% |
| FREEDOM WEALTH ALLIANCE, LLC | 25,232 | $430,963 | 0.71% |
| Anfield Capital Management, LLC | 86,298 | $1,473,970 | 0.70% |