ProVise Management Group, LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is KBWB and the CUSIP is 46138E628. A total of 166 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.

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Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$2,181,371
-2.2%
54,439
+0.1%
0.20%
+0.5%
Q2 2023$2,231,478
+264.6%
54,360
+466.4%
0.20%
+248.3%
Q1 2022$612,000
+16.1%
9,598
+23.6%
0.06%
+20.8%
Q4 2021$527,000–7,768–0.05%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2021
NameSharesValueWeighting ↓
WP Advisors, LLC 327,715$16,916,6707.56%
Phoenix Holdings Ltd. 5,212,448$269,066,5665.21%
MRA Advisory Group 113,070$5,836,6534.59%
Miller Investment Management, LP 312,254$16,118,5512.75%
SOL Capital Management CO 299,999$15,485,9482.74%
Morningstar Investment Management LLC 196,416$10,1392.65%
BANK HAPOALIM BM 399,428$20,6192.57%
Accredited Investors Inc. 584,852$30,190,0282.55%
Wharton Business Group, LLC 763,357$39,4042.28%
QUATTRO FINANCIAL ADVISORS LLC 107,117$5,529,3802.21%
View complete list of INVESCO EXCH TRADED FD TR II shareholders