CONFLUENCE INVESTMENT MANAGEMENT LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PZA and the CUSIP is 46138E537. A total of 170 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$8,137,174
-6.8%
367,201
-0.7%
0.13%
-0.8%
Q2 2023$8,727,068
-2.9%
369,791
-2.5%
0.13%
-3.8%
Q1 2023$8,983,955
+104086.0%
379,390
+0.9%
0.13%
+2.3%
Q4 2022$8,623375,8940.13%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2023
NameSharesValueWeighting ↓
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,754,553$41,127,0003.68%
Ameliora Wealth Management Ltd. 120,821$2,832,0003.35%
1900 WEALTH MANAGEMENT LLC 769,234$18,031,0001.97%
Econ Financial Services Corp 92,875$2,177,0001.76%
Proquility Private Wealth Partners, LLC 131,223$3,076,0001.32%
Tortoise Investment Management, LLC 233,278$5,468,0001.07%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 108,246$2,537,0000.97%
Axiom Financial Strategies, LLC 68,759$1,612,0000.85%
First Affirmative Financial Network 29,173$684,0000.78%
BCGM Wealth Management, LLC 62,425$1,510,0000.77%
View complete list of INVESCO EXCH TRADED FD TR II shareholders