INVESCO EXCH TRADED FD TR II's ticker is IDHQ and the CUSIP is 46138E214.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,020 | -4.4% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,114 | +2.6% | 78 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,060 | -48.3% | 78 | -51.6% | 0.00% | -33.3% |
| Q4 2022 | $3,982 | +32.7% | 161 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $3,000 | -25.0% | 161 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $4,000 | -20.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | – | 161 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 106,642 | $3,114,000 | 1.22% |
| Cedar Wealth Management, LLC | 77,087 | $2,251,000 | 1.12% |
| G&S Capital LLC | 45,423 | $1,326,000 | 0.77% |
| WT Wealth Management | 27,019 | $789,000 | 0.36% |
| Cornerstone Wealth Management, LLC | 75,193 | $2,195,000 | 0.26% |
| 1900 WEALTH MANAGEMENT LLC | 110,470 | $3,225,000 | 0.24% |
| Octavia Wealth Advisors, LLC | 20,981 | $613,000 | 0.18% |
| Ullmann Wealth Partners Group, LLC | 11,964 | $349,000 | 0.16% |
| Sterling Financial Planning, Inc. | 6,802 | $199,000 | 0.14% |
| Atlas Private Wealth Advisors | 4,428 | $129,000 | 0.07% |