INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 76 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,036 | -53.9% | 23,947 | -54.5% | 0.00% | – |
| Q3 2022 | $1,220,000 | +232.4% | 52,665 | +249.1% | 0.00% | – |
| Q2 2022 | $367,000 | -55.1% | 15,084 | -52.4% | 0.00% | – |
| Q1 2022 | $817,000 | -21.3% | 31,674 | -14.9% | 0.00% | – |
| Q4 2021 | $1,038,000 | +254.3% | 37,220 | +257.2% | 0.00% | – |
| Q2 2021 | $293,000 | -14.6% | 10,419 | -16.0% | 0.00% | – |
| Q1 2021 | $343,000 | -95.6% | 12,402 | -95.6% | 0.00% | -100.0% |
| Q3 2020 | $7,726,000 | -42.9% | 279,829 | -43.6% | 0.00% | -60.0% |
| Q2 2020 | $13,535,000 | +541.2% | 495,969 | +533.8% | 0.01% | +400.0% |
| Q1 2020 | $2,111,000 | +252.4% | 78,254 | +257.2% | 0.00% | – |
| Q3 2019 | $599,000 | +26.9% | 21,909 | +24.8% | 0.00% | – |
| Q2 2019 | $472,000 | -44.7% | 17,550 | -45.9% | 0.00% | – |
| Q1 2019 | $853,000 | +204.6% | 32,415 | +195.4% | 0.00% | – |
| Q3 2018 | $280,000 | – | 10,974 | – | 0.00% | – |
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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% |