INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 169 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,378,213 | -13.6% | 60,474 | -4.5% | 1.23% | -1.0% |
| Q2 2023 | $1,595,280 | +0.2% | 63,342 | +0.2% | 1.24% | -4.0% |
| Q1 2023 | $1,591,855 | +8.9% | 63,206 | +3.7% | 1.29% | -0.7% |
| Q4 2022 | $1,461,698 | -2.3% | 60,929 | -4.1% | 1.30% | -3.6% |
| Q3 2022 | $1,496,000 | -13.9% | 63,528 | -9.2% | 1.35% | -18.5% |
| Q2 2022 | $1,737,000 | -7.8% | 69,934 | -1.6% | 1.66% | +14.4% |
| Q1 2022 | $1,883,000 | -9.6% | 71,081 | -0.2% | 1.45% | -2.0% |
| Q4 2021 | $2,084,000 | – | 71,221 | – | 1.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,078,064 | $79,464,000 | 11.90% |
| Legacy Capital Wealth Partners, LLC | 144,790 | $10,672,000 | 5.75% |
| First Heartland Consultants, Inc. | 243,632 | $17,958,000 | 2.72% |
| Wealth Management Partners, LLC | 37,427 | $2,759,000 | 1.92% |
| RVW Wealth, LLC | 208,722 | $15,000,000 | 1.88% |
| Klingman & Associates, LLC | 200,438 | $14,774,000 | 1.42% |
| Kelman-Lazarov, Inc. | 39,861 | $2,938,000 | 1.02% |
| Resonant Capital Advisors, LLC | 44,983 | $3,316,000 | 0.64% |
| Rodgers & Associates, LTD | 30,832 | $2,273,000 | 0.37% |
| Marshall Financial Group LLC | 8,844 | $652,000 | 0.35% |