OPTIMUM INVESTMENT ADVISORS - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is SPHB and the CUSIP is 46138E370. A total of 131 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is 59.26 and the average weighting 0.4%.

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Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q4 2023$9,146
-5.5%
111
-19.6%
0.01%0.0%
Q3 2023$9,674
-8.2%
1380.0%0.01%0.0%
Q2 2023$10,542
-7.0%
138
-14.8%
0.01%
-16.7%
Q1 2023$11,334
-6.3%
162
-16.5%
0.01%
-14.3%
Q4 2022$12,092
-39.5%
194
-44.6%
0.01%
-36.4%
Q3 2022$20,000
-4.8%
3500.0%0.01%0.0%
Q2 2022$21,000
-65.0%
350
-55.5%
0.01%
-56.0%
Q1 2022$60,000
-80.1%
787
-79.3%
0.02%
-78.6%
Q4 2021$301,000
+7.9%
3,811
-0.0%
0.12%
-0.8%
Q3 2021$279,000
-5.7%
3,812
-2.6%
0.12%
+28.3%
Q2 2021$296,000
+1.7%
3,915
-24.3%
0.09%
+8.2%
Q1 2021$291,000
+903.4%
5,174
+417.4%
0.08%
+608.3%
Q1 2020$29,000
-38.3%
1,0000.0%0.01%
-14.3%
Q4 2019$47,000
+14.6%
1,0000.0%0.01%
+7.7%
Q3 2019$41,000
-4.7%
1,0000.0%0.01%
-7.1%
Q2 2019$43,000
-31.7%
1,000
-34.2%
0.01%
-33.3%
Q1 2019$63,000
+16.7%
1,5190.0%0.02%
+10.5%
Q4 2018$54,000
-41.9%
1,519
-26.5%
0.02%
-26.9%
Q3 2018$93,000
+4.5%
2,066
+0.0%
0.03%0.0%
Q2 2018$89,000–2,065–0.03%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2021
NameSharesValueWeighting ↓
KFG WEALTH MANAGEMENT, LLC 105,116$7,368,6574.00%
D. SCOTT NEAL, INC. 27,072$1,897,7481.62%
Ayalon Insurance Comp Ltd. 43,756$3,0671.29%
NTV ASSET MANAGEMENT LLC 70,130$4,916,1130.89%
E&G Advisors, LP 29,348$2,057,2950.75%
WESPAC Advisors, LLC 10,000$701,0000.52%
SUMMIT FINANCIAL GROUP, INC. 15,155$1,062,3650.45%
Riggs Asset Managment Co. Inc. 17,172$1,203,7580.43%
New England Professional Planning Group Inc. 7,142$500,6760.31%
Avant Capital LLC 3,699$259,3040.30%
View complete list of INVESCO EXCH TRADED FD TR II shareholders