Dana Investment Advisors, Inc. - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is XMLV and the CUSIP is 46138E198. A total of 179 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Dana Investment Advisors, Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$314,737
-5.0%
6,4010.0%0.02%0.0%
Q2 2023$331,252
-6.0%
6,401
-4.9%
0.02%
-11.1%
Q1 2023$352,547
-2.0%
6,7280.0%0.02%
-5.3%
Q4 2022$359,881
+11.4%
6,7280.0%0.02%
+5.6%
Q3 2022$323,000
-6.6%
6,7280.0%0.02%
+5.9%
Q2 2022$346,000
-7.7%
6,7280.0%0.02%0.0%
Q1 2022$375,000
-4.6%
6,7280.0%0.02%0.0%
Q4 2021$393,000
+11.3%
6,7280.0%0.02%
+6.2%
Q3 2021$353,000
+10.0%
6,728
+12.2%
0.02%
+14.3%
Q2 2021$321,000
+5.6%
5,994
+3.1%
0.01%0.0%
Q1 2021$304,000
+26.1%
5,811
+15.9%
0.01%
+16.7%
Q4 2020$241,000
+11.6%
5,015
-3.2%
0.01%0.0%
Q3 2020$216,000
-13.6%
5,180
-14.4%
0.01%
-14.3%
Q2 2020$250,000
+8.2%
6,051
+4.1%
0.01%0.0%
Q1 2020$231,000
-30.0%
5,811
-5.1%
0.01%
-12.5%
Q4 2019$330,000
+5.1%
6,124
+2.5%
0.02%0.0%
Q3 2019$314,000
+21.7%
5,973
+18.6%
0.02%
+23.1%
Q2 2019$258,000
+28.4%
5,037
+24.4%
0.01%
+44.4%
Q1 2019$201,000–4,050–0.01%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
PFS Partners, LLC 135,956$6,986,8046.80%
Obsidian Personal Planning Solutions LLC 75,183$3,864,0006.59%
Capital Planning Advisors, LLC 441,379$22,682,0006.00%
Sanford Advisory Services, LLC 207,203$10,648,0003.01%
MorganRosel Wealth Management, LLC 65,139$3,347,0001.79%
Spectrum Wealth Advisory Group, LLC 30,473$1,566,0001.75%
Aspire Wealth Management Corp 32,229$1,656,0001.53%
JANICZEK WEALTH MANAGEMENT, LLC 84,025$4,606,0001.37%
Well Done, LLC 110,943$5,701,0001.25%
WIN ADVISORS, INC 12,157$636,0001.25%
View complete list of INVESCO EXCH TRADED FD TR II shareholders