WMS Partners, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PXH and the CUSIP is 46138E727. A total of 138 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$401,004
-4.4%
22,5030.0%0.03%
-3.0%
Q2 2023$419,456
+1.5%
22,5030.0%0.03%
-8.3%
Q1 2023$413,156
+4.1%
22,503
-0.1%
0.04%
-7.7%
Q4 2022$396,979
-1.5%
22,530
-9.6%
0.04%
-29.1%
Q3 2022$403,00024,9100.06%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2022
NameSharesValueWeighting ↓
AVANTAX ADVISORY SERVICES, INC. 3,836,231$82,134,0004.37%
Brinker Capital Investments, LLC 6,242,046$133,642,0004.27%
Waverly Advisors, LLC 1,267,312$27,133,0004.20%
Foresight Wealth Management, LLC 186,969$4,003,0003.48%
Freestone Capital Holdings, LLC 1,796,148$38,456,0002.28%
Kore Private Wealth LLC 328,107$7,025,0001.58%
TPG Financial Advisors, LLC 73,551$1,603,0001.55%
Merriman Wealth Management, LLC 298,684$6,395,0001.21%
MorganRosel Wealth Management, LLC 45,702$978,0000.83%
Legacy Private Trust Co. 324,185$6,941,0000.82%
View complete list of INVESCO EXCH TRADED FD TR II shareholders