INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 67 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,145 | -47.5% | 87,052 | -48.5% | 0.09% | -54.6% |
| Q4 2022 | $4,082 | -99.2% | 169,083 | +707.4% | 0.20% | +688.5% |
| Q3 2022 | $485,000 | -76.5% | 20,941 | -75.3% | 0.03% | -76.4% |
| Q2 2022 | $2,060,000 | +267.2% | 84,712 | +319.3% | 0.11% | +378.3% |
| Q3 2021 | $561,000 | +66.0% | 20,205 | +68.0% | 0.02% | +35.3% |
| Q2 2021 | $338,000 | -81.0% | 12,025 | -81.3% | 0.02% | -82.5% |
| Q1 2021 | $1,783,000 | +555.5% | 64,431 | +564.4% | 0.10% | +410.5% |
| Q4 2020 | $272,000 | -76.4% | 9,697 | -76.8% | 0.02% | -77.9% |
| Q3 2020 | $1,154,000 | – | 41,787 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyd Wealth Management, LLC | 221,449 | $5,456,503 | 3.32% |
| McNaughton Wealth Management, LLC | 59,531 | $1,466,844 | 0.94% |
| Gerber Kawasaki Wealth & Investment Management | 564,739 | $13,915,177 | 0.93% |
| SimpliFi, Inc. | 64,514 | $1,589,635 | 0.75% |
| FIRST FOUNDATION ADVISORS | 650,204 | $16,021,026 | 0.69% |
| FIRST AMERICAN TRUST, FSB | 146,883 | $3,619 | 0.50% |
| Omega Financial Group, LLC | 38,875 | $957,879 | 0.44% |
| Affinity Capital Advisors, LLC | 54,604 | $1,345,443 | 0.36% |
| FOCUS Wealth Advisors, LLC | 21,213 | $522,688 | 0.35% |
| Charles Schwab Investment Advisory, Inc. | 9,034,590 | $222,612,298 | 0.34% |