INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 68 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $83,776 | -0.5% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $84,218 | +2.6% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $82,076 | +3.9% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $79,000 | -4.8% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $83,000 | -5.7% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | -7.4% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $95,000 | +1.1% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $94,000 | -2.1% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | +2.1% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $94,000 | – | 3,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 477,107 | $13,311,000 | 3.13% |
| McNaughton Wealth Management, LLC | 66,706 | $1,852,000 | 1.20% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 91,482 | $2,552,000 | 0.87% |
| SELDON CAPITAL LP | 45,091 | $1,258,000 | 0.81% |
| Running Point Capital Advisors, LLC | 41,436 | $1,156,000 | 0.69% |
| Gerber Kawasaki Wealth & Investment Management | 245,075 | $6,837,000 | 0.54% |
| FIRST AMERICAN TRUST, FSB | 130,083 | $3,630,000 | 0.50% |
| Regis Management CO LLC | 99,800 | $2,784,000 | 0.46% |
| January Capital Advisors LLC | 19,313 | $539,000 | 0.43% |
| FOCUS Wealth Advisors, LLC | 20,383 | $569,000 | 0.34% |