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 2022 | $120,947,000 | -59.0% | 5,220 | -54.3% | 0.02% | -52.2% |
| Q1 2022 | $294,713,000 | -33.7% | 11,423 | -28.3% | 0.05% | -30.3% |
| Q4 2021 | $444,251,000 | +0.5% | 15,923 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $441,863,000 | -1.3% | 15,923 | 0.0% | 0.07% | -5.3% |
| Q2 2021 | $447,595,000 | -7.2% | 15,923 | -9.9% | 0.08% | -33.6% |
| Q2 2020 | $482,460,000 | +15.7% | 17,679 | +15.9% | 0.11% | -9.6% |
| Q3 2019 | $417,114,000 | – | 15,251 | – | 0.12% | – |
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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% |