Apriem Advisors - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 75 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Apriem Advisors ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2023$231,600
-39.8%
9,350
-41.4%
0.04%
-44.8%
Q4 2022$385,033
-10.9%
15,950
-14.5%
0.07%
-14.1%
Q3 2022$432,000
-8.7%
18,650
-4.1%
0.08%
-3.7%
Q2 2022$473,000
-33.9%
19,450
-29.9%
0.08%
-22.9%
Q1 2022$716,000
-17.1%
27,750
-10.3%
0.10%
-13.9%
Q4 2021$864,000
+1.3%
30,950
+0.7%
0.12%0.0%
Q3 2021$853,000
+12.5%
30,750
+14.1%
0.12%
+8.0%
Q2 2021$758,000
+2.8%
26,950
+1.1%
0.11%
-0.9%
Q1 2021$737,000
+2.6%
26,650
+3.9%
0.11%
-10.9%
Q4 2020$718,000
+27.5%
25,650
+25.7%
0.13%
+24.3%
Q3 2020$563,000
-10.5%
20,400
-11.2%
0.10%
-25.9%
Q3 2019$629,000
+50.5%
22,984
+41.8%
0.14%
-5.4%
Q4 2018$418,000
-12.9%
16,210
-13.8%
0.15%
+40.0%
Q3 2018$480,000
-18.2%
18,806
-17.1%
0.10%
-20.5%
Q2 2018$587,00022,6890.13%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q2 2022
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 221,449$5,456,5033.32%
McNaughton Wealth Management, LLC 59,531$1,466,8440.94%
Gerber Kawasaki Wealth & Investment Management 564,739$13,915,1770.93%
SimpliFi, Inc. 64,514$1,589,6350.75%
FIRST FOUNDATION ADVISORS 650,204$16,021,0260.69%
FIRST AMERICAN TRUST, FSB 146,883$3,6190.50%
Omega Financial Group, LLC 38,875$957,8790.44%
Affinity Capital Advisors, LLC 54,604$1,345,4430.36%
FOCUS Wealth Advisors, LLC 21,213$522,6880.35%
Charles Schwab Investment Advisory, Inc. 9,034,590$222,612,2980.34%
View complete list of INVESCO EXCH TRADED FD TR II shareholders