INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 68 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,970,331 | +5.5% | 81,621 | +1.2% | 0.04% | 0.0% |
| Q3 2022 | $1,868,000 | +252.5% | 80,628 | +292.8% | 0.04% | +387.5% |
| Q1 2022 | $530,000 | -63.1% | 20,526 | -60.1% | 0.01% | -61.9% |
| Q4 2021 | $1,435,000 | +7.0% | 51,441 | +6.5% | 0.02% | 0.0% |
| Q3 2021 | $1,341,000 | -1.3% | 48,311 | 0.0% | 0.02% | +16.7% |
| Q2 2021 | $1,358,000 | +1.6% | 48,311 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $1,337,000 | +186.3% | 48,311 | +189.5% | 0.02% | +185.7% |
| Q4 2020 | $467,000 | -52.6% | 16,685 | -53.3% | 0.01% | -58.8% |
| Q3 2020 | $986,000 | +1.1% | 35,711 | 0.0% | 0.02% | -58.5% |
| Q2 2020 | $975,000 | +15.4% | 35,711 | +14.0% | 0.04% | +5.1% |
| Q1 2020 | $845,000 | -1.1% | 31,312 | +0.2% | 0.04% | +34.5% |
| Q4 2019 | $854,000 | +61.1% | 31,242 | +61.3% | 0.03% | +61.1% |
| Q3 2019 | $530,000 | -12.5% | 19,364 | -14.1% | 0.02% | -5.3% |
| Q2 2019 | $606,000 | -13.6% | 22,541 | -15.4% | 0.02% | -13.6% |
| Q1 2019 | $701,000 | -14.2% | 26,630 | -15.9% | 0.02% | -24.1% |
| Q4 2018 | $817,000 | +18.6% | 31,651 | +17.1% | 0.03% | +38.1% |
| Q3 2018 | $689,000 | +36.4% | 27,023 | +38.4% | 0.02% | +31.2% |
| Q2 2018 | $505,000 | – | 19,523 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyd Wealth Management, LLC | 242,613 | $5,694,127 | 3.83% |
| FIRST FOUNDATION ADVISORS | 1,171,080 | $27,485,247 | 1.28% |
| Gerber Kawasaki Wealth & Investment Management | 764,168 | $17,935,016 | 1.22% |
| Affinity Capital Advisors, LLC | 152,530 | $3,579,879 | 0.98% |
| McNaughton Wealth Management, LLC | 57,981 | $1,360,814 | 0.90% |
| SimpliFi, Inc. | 64,991 | $1,525,347 | 0.75% |
| Miracle Mile Advisors, LLC | 709,902 | $16,661,407 | 0.51% |
| Charles Schwab Investment Advisory, Inc. | 13,682,286 | $321,123,252 | 0.51% |
| FIRST AMERICAN TRUST, FSB | 150,961 | $3,543,051 | 0.50% |
| Omega Financial Group, LLC | 39,162 | $919,141 | 0.45% |