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

INVESCO EXCH TRADED FD TR II's ticker is PXF and the CUSIP is 46138E743. A total of 163 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$934,720
-3.2%
21,4730.0%0.07%
-2.6%
Q2 2023$965,427
+2.0%
21,4730.0%0.08%
-8.4%
Q1 2023$946,101
+6.1%
21,4730.0%0.08%
-5.7%
Q4 2022$891,988
+18.5%
21,4730.0%0.09%
-13.7%
Q3 2022$753,00021,4730.10%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2023
NameSharesValueWeighting ↓
Solitude Financial Services 143,350$6,627,0005.34%
BRR OpCo, LLC 649,720$30,037,0003.60%
Arlington Financial Advisors, LLC 143,085$6,615,0002.68%
Treybourne Wealth Planners, Inc. 52,251$2,416,0001.67%
Charles Schwab Trust Co 171,350$7,999,0001.66%
Prairiewood Capital, LLC 31,630$1,462,0001.34%
MJP ASSOCIATES INC /ADV 57,988$2,681,0001.09%
SHAKESPEARE WEALTH MANAGEMENT, INC. 45,747$2,115,0000.87%
Charles Schwab Investment Advisory, Inc. 7,751,616$358,357,0000.67%
Foster Victor Wealth Advisors, LLC 76,586$3,608,0000.67%
View complete list of INVESCO EXCH TRADED FD TR II shareholders