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 | 1,004,723 | $62,574,000 | 11.06% |
| TOMPKINS FINANCIAL CORP | 470,875 | $29,321,000 | 5.27% |
| RVW Wealth, LLC | 190,206 | $12,000,000 | 1.76% |
| Wealth Management Partners, LLC | 30,578 | $1,972,000 | 1.54% |
| Klingman & Associates, LLC | 175,943 | $10,958,000 | 1.26% |
| Kelman-Lazarov, Inc. | 51,503 | $3,208,000 | 1.23% |
| Resonant Capital Advisors, LLC | 44,872 | $2,795,000 | 0.66% |
| MONEY CONCEPTS CAPITAL CORP | 113,738 | $7,084,000 | 0.65% |
| Rodgers & Associates, LTD | 37,065 | $2,308,000 | 0.42% |
| Smart Portfolios, LLC | 6,714 | $418,000 | 0.39% |