VALLEY FINANCIAL MANAGEMENT, INC. - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 122 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
VALLEY FINANCIAL MANAGEMENT, INC. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2023$1,039,501
-6.0%
59,468
-5.9%
0.54%
-21.3%
Q1 2023$1,106,439
-27.3%
63,189
-28.9%
0.68%
-19.2%
Q4 2022$1,521,591
-99.9%
88,878
+12.3%
0.85%
+8.6%
Q3 2022$1,300,829,000–79,174–0.78%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Towercrest Capital Management 781,132$13,341,7312.60%
Colorado Capital Management, Inc. 186,251$3,1812.41%
ISLAY CAPITAL MANAGEMENT, LLC 153,536$2,622,3952.20%
Capital Planning LLC 218,517$3,732,2701.47%
Omega Financial Group, LLC 160,915$2,748,4341.34%
Revolve Wealth Partners, LLC 219,293$3,745,5320.86%
Strategic Advocates LLC 97,740$1,669,3990.79%
MBL Wealth, LLC 300,575$5,133,8210.72%
FREEDOM WEALTH ALLIANCE, LLC 25,232$430,9630.71%
Anfield Capital Management, LLC 86,298$1,473,9700.70%
View complete list of INVESCO EXCH TRADED FD TR II shareholders