INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 70 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $400,073 | -0.8% | 16,217 | 0.0% | 0.00% | -25.0% |
| Q1 2024 | $403,317 | -0.4% | 16,217 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $405,101 | +4.7% | 16,217 | -1.6% | 0.00% | 0.0% |
| Q3 2023 | $386,856 | -36.7% | 16,483 | -33.6% | 0.00% | -42.9% |
| Q2 2023 | $611,269 | -9.1% | 24,808 | -8.7% | 0.01% | -12.5% |
| Q1 2023 | $672,728 | +17.7% | 27,159 | +14.7% | 0.01% | 0.0% |
| Q4 2022 | $571,635 | +7.5% | 23,680 | +3.2% | 0.01% | 0.0% |
| Q3 2022 | $532,000 | – | 22,950 | – | 0.01% | – |
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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% |