INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 122 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $266,386 | -3.6% | 15,239 | -3.5% | 0.00% | -100.0% |
| Q1 2023 | $276,407 | -9.6% | 15,786 | -11.6% | 0.00% | 0.0% |
| Q4 2022 | $305,877 | +14.6% | 17,866 | +9.9% | 0.00% | 0.0% |
| Q3 2022 | $267,000 | -8.2% | 16,250 | -6.0% | 0.00% | 0.0% |
| Q2 2022 | $291,000 | -19.2% | 17,286 | -11.9% | 0.00% | 0.0% |
| Q1 2022 | $360,000 | -12.6% | 19,619 | -7.5% | 0.00% | 0.0% |
| Q4 2021 | $412,000 | -38.1% | 21,216 | -37.9% | 0.00% | 0.0% |
| Q3 2021 | $666,000 | +3.3% | 34,164 | +3.6% | 0.00% | 0.0% |
| Q2 2021 | $645,000 | +58.9% | 32,992 | +57.3% | 0.00% | 0.0% |
| Q1 2021 | $406,000 | -38.8% | 20,974 | -38.5% | 0.00% | -50.0% |
| Q4 2020 | $663,000 | -0.3% | 34,118 | -4.9% | 0.00% | 0.0% |
| Q3 2020 | $665,000 | -8.7% | 35,893 | -10.7% | 0.00% | 0.0% |
| Q2 2020 | $728,000 | +17.0% | 40,202 | +7.2% | 0.00% | -33.3% |
| Q1 2020 | $622,000 | -54.9% | 37,494 | -47.6% | 0.00% | -25.0% |
| Q4 2019 | $1,378,000 | +5.7% | 71,522 | +4.4% | 0.00% | -20.0% |
| Q3 2019 | $1,304,000 | -0.1% | 68,500 | -0.6% | 0.01% | 0.0% |
| Q2 2019 | $1,305,000 | +3.8% | 68,885 | +2.2% | 0.01% | 0.0% |
| Q1 2019 | $1,257,000 | +0.6% | 67,400 | -4.7% | 0.01% | -28.6% |
| Q4 2018 | $1,250,000 | +101.6% | 70,747 | +111.4% | 0.01% | +133.3% |
| Q3 2018 | $620,000 | +48.7% | 33,464 | +46.9% | 0.00% | +50.0% |
| Q2 2018 | $417,000 | – | 22,784 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MOLLER WEALTH PARTNERS | 772,489 | $14,700,000 | 7.11% |
| Braun-Bostich & Associates Inc. | 264,959 | $5,042,000 | 5.86% |
| Alliance Wealth Management Group | 562,656 | $10,707,000 | 5.15% |
| Towercrest Capital Management | 562,656 | $10,707,000 | 2.97% |
| Omega Financial Group, LLC | 183,537 | $3,493,000 | 2.45% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 216,352 | $4,117,000 | 1.30% |
| Asset Planning Services, Ltd. | 126,033 | $2,398,000 | 1.04% |
| McAdam, LLC | 186,963 | $3,558,000 | 0.97% |
| MRA Associates USA LLC | 12,709 | $241,852,000 | 0.95% |
| Kingsview Wealth Management, LLC | 267,754 | $5,095,000 | 0.80% |