INVESCO EXCH TRADED FD TR II's ticker is SPHD and the CUSIP is 46138E362. A total of 299 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $291,104 | -30.5% | 7,040 | -29.1% | 0.03% | -35.0% |
| Q1 2023 | $419,103 | -20.6% | 9,929 | -17.6% | 0.04% | -24.5% |
| Q4 2022 | $528,152 | -31.6% | 12,050 | -38.9% | 0.05% | -38.4% |
| Q3 2022 | $772,000 | -32.9% | 19,731 | -24.2% | 0.09% | -30.1% |
| Q2 2022 | $1,150,000 | +151.1% | 26,044 | +168.6% | 0.12% | +186.0% |
| Q1 2022 | $458,000 | – | 9,697 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Advisors, LLC | 338,082 | $13,222,000 | 6.26% |
| PALLADIEM, LLC | 137,889 | $5,393,000 | 5.66% |
| David Kennon Inc | 254,431 | $9,951,000 | 5.47% |
| Future Financial Wealth Managment LLC | 95,469 | $4,214,000 | 4.86% |
| Capital Advisors Wealth Management, LLC | 323,768 | $12,663,000 | 4.20% |
| Lake Hills Wealth Management, LLC | 108,976 | $4,262,000 | 3.87% |
| Gunma Bank,Ltd. | 135,000 | $5,280,000 | 3.22% |
| Bedell Frazier Investment Counselling, LLC | 283,873 | $11,102,000 | 3.12% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 2,740 | $107,000,000 | 3.00% |
| Fusion Capital, LLC | 111,276 | $4,352,000 | 2.84% |