INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 89 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $647,143 | -0.8% | 26,232 | 0.0% | 0.13% | +1.5% |
| Q1 2024 | $652,390 | -0.4% | 26,232 | 0.0% | 0.13% | -4.4% |
| Q4 2023 | $655,275 | +6.4% | 26,232 | 0.0% | 0.14% | -5.6% |
| Q3 2023 | $615,665 | -15.2% | 26,232 | 0.0% | 0.14% | -15.8% |
| Q1 2021 | $726,000 | -1.1% | 26,232 | 0.0% | 0.17% | -18.6% |
| Q4 2020 | $734,000 | +2.5% | 26,232 | 0.0% | 0.21% | -7.9% |
| Q2 2020 | $716,000 | -0.1% | 26,232 | 0.0% | 0.23% | +8.6% |
| Q4 2019 | $717,000 | – | 26,232 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 490,445 | $11,363,000 | 1.06% |
| McNaughton Wealth Management, LLC | 42,411 | $983,000 | 0.72% |
| FIRST AMERICAN TRUST, FSB | 153,737 | $3,562,000 | 0.60% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 63,819 | $1,479,000 | 0.59% |
| Omega Financial Group, LLC | 41,301 | $957,000 | 0.50% |
| Charles Schwab Investment Advisory, Inc. | 11,630,805 | $269,486,000 | 0.49% |
| FOCUS Wealth Advisors, LLC | 21,523 | $499,000 | 0.35% |
| Running Point Capital Advisors, LLC | 22,805 | $528,000 | 0.35% |
| SimpliFi, Inc. | 25,787 | $597,000 | 0.31% |
| Warren Street Wealth Advisors, LLC | 11,801 | $273,000 | 0.28% |