CAPTRUST FINANCIAL ADVISORS - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 77 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2022$135,000
-5.6%
5,5430.0%0.00%0.0%
Q1 2022$143,000
-7.7%
5,5430.0%0.00%0.0%
Q4 2021$155,000
+0.6%
5,5430.0%0.00%0.0%
Q3 2021$154,000
-1.3%
5,5430.0%0.00%0.0%
Q2 2021$156,000
+2.0%
5,5430.0%0.00%
-50.0%
Q1 2021$153,000
-1.3%
5,5430.0%0.00%0.0%
Q4 2020$155,000
+1.3%
5,5430.0%0.00%
-33.3%
Q3 2020$153,000
+12.5%
5,543
+10.9%
0.00%
+50.0%
Q2 2020$136,000
+4.6%
5,0000.0%0.00%
-33.3%
Q1 2020$130,0005,0000.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q2 2021
NameSharesValueWeighting ↓
Gerber Kawasaki Wealth & Investment Management 490,445$11,363,0001.06%
McNaughton Wealth Management, LLC 42,411$983,0000.72%
FIRST AMERICAN TRUST, FSB 153,737$3,562,0000.60%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 63,819$1,479,0000.59%
Omega Financial Group, LLC 41,301$957,0000.50%
Charles Schwab Investment Advisory, Inc. 11,630,805$269,486,0000.49%
FOCUS Wealth Advisors, LLC 21,523$499,0000.35%
Running Point Capital Advisors, LLC 22,805$528,0000.35%
SimpliFi, Inc. 25,787$597,0000.31%
Warren Street Wealth Advisors, LLC 11,801$273,0000.28%
View complete list of INVESCO EXCH TRADED FD TR II shareholders