INVESCO EXCH TRADED FD TR II's ticker is PZA and the CUSIP is 46138E537. A total of 4 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,648 | +9.1% | 399 | 0.0% | 0.00% | – |
| Q3 2023 | $8,842 | -96.9% | 399 | -96.4% | 0.00% | -100.0% |
| Q2 2019 | $286,000 | +9.2% | 10,963 | +7.4% | 0.01% | 0.0% |
| Q1 2019 | $262,000 | +33.7% | 10,205 | +30.2% | 0.01% | +20.0% |
| Q4 2018 | $196,000 | -24.9% | 7,837 | -25.4% | 0.01% | -16.7% |
| Q3 2018 | $261,000 | +2.8% | 10,511 | +4.1% | 0.01% | +9.1% |
| Q2 2018 | $254,000 | – | 10,093 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1,754,553 | $41,127,000 | 3.68% |
| Ameliora Wealth Management Ltd. | 120,821 | $2,832,000 | 3.35% |
| 1900 WEALTH MANAGEMENT LLC | 769,234 | $18,031,000 | 1.97% |
| Econ Financial Services Corp | 92,875 | $2,177,000 | 1.76% |
| Proquility Private Wealth Partners, LLC | 131,223 | $3,076,000 | 1.32% |
| Tortoise Investment Management, LLC | 233,278 | $5,468,000 | 1.07% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 108,246 | $2,537,000 | 0.97% |
| Axiom Financial Strategies, LLC | 68,759 | $1,612,000 | 0.85% |
| First Affirmative Financial Network | 29,173 | $684,000 | 0.78% |
| BCGM Wealth Management, LLC | 62,425 | $1,510,000 | 0.77% |