Avidian Wealth Solutions, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is SPHD and the CUSIP is 46138E362. A total of 284 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2022. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$17,441,828
-15.0%
445,058
-10.4%
1.23%
-8.6%
Q2 2023$20,531,238
-26.2%
496,523
-24.6%
1.34%
-11.9%
Q1 2023$27,809,656
+19.5%
658,840
+24.0%
1.53%
+0.7%
Q4 2022$23,279,919
+4.8%
531,141
-6.5%
1.52%
-5.6%
Q3 2022$22,223,000
-6.2%
568,229
+5.9%
1.61%
-4.2%
Q2 2022$23,680,000
-2.2%
536,475
+4.6%
1.68%
+13.0%
Q1 2022$24,210,000
+14.0%
512,818
+9.3%
1.48%
+12.2%
Q4 2021$21,239,000
+16.9%
469,055
+9.3%
1.32%
-4.5%
Q3 2021$18,168,000
+23.2%
429,199
+28.3%
1.38%
+22.4%
Q2 2021$14,745,000
+13.5%
334,506
+10.4%
1.13%
+2.2%
Q1 2021$12,991,000
+49.9%
303,026
+31.4%
1.11%
+34.7%
Q4 2020$8,669,000
-42.7%
230,682
-49.7%
0.82%
-28.5%
Q3 2020$15,116,000
+93.7%
458,210
+93.3%
1.15%
+9.2%
Q2 2020$7,805,000
+7.0%
237,093
-2.4%
1.05%
-10.0%
Q1 2020$7,293,000
-30.2%
243,013
+2.5%
1.17%
-21.2%
Q4 2019$10,442,000
+21.1%
237,162
+17.2%
1.48%
+4.4%
Q3 2019$8,626,000202,3561.42%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2022
NameSharesValueWeighting ↓
TrueWealth Advisors, LLC 338,082$13,222,0006.26%
PALLADIEM, LLC 137,889$5,393,0005.66%
David Kennon Inc 254,431$9,951,0005.47%
Future Financial Wealth Managment LLC 95,469$4,214,0004.86%
Capital Advisors Wealth Management, LLC 323,768$12,663,0004.20%
Lake Hills Wealth Management, LLC 108,976$4,262,0003.87%
Gunma Bank,Ltd. 135,000$5,280,0003.22%
Bedell Frazier Investment Counselling, LLC 283,873$11,102,0003.12%
CONSULTIVA WEALTH MANAGEMENT, CORP. 2,740$107,000,0003.00%
Fusion Capital, LLC 111,276$4,352,0002.84%
View complete list of INVESCO EXCH TRADED FD TR II shareholders