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 Q1 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| MOLLER WEALTH PARTNERS | 772,489 | $14,700,000 | 7.11% |
| Braun-Bostich & Associates Inc. | 264,959 | $5,042,000 | 5.86% |
| Alliance Wealth Management Group | 562,656 | $10,707,000 | 5.15% |
| Towercrest Capital Management | 562,656 | $10,707,000 | 2.97% |
| Omega Financial Group, LLC | 183,537 | $3,493,000 | 2.45% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 216,352 | $4,117,000 | 1.30% |
| Asset Planning Services, Ltd. | 126,033 | $2,398,000 | 1.04% |
| McAdam, LLC | 186,963 | $3,558,000 | 0.97% |
| MRA Associates USA LLC | 12,709 | $241,852,000 | 0.95% |
| Kingsview Wealth Management, LLC | 267,754 | $5,095,000 | 0.80% |