INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 121 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $162 | -94.0% | 9 | -94.0% | 0.00% | – |
| Q1 2024 | $2,701 | +56.6% | 149 | +47.5% | 0.00% | – |
| Q3 2023 | $1,725 | +172400.0% | 101 | +119.6% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 46 | +39.4% | 0.00% | – |
| Q3 2022 | $1,000 | – | 33 | +43.5% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 23 | -88.5% | 0.00% | – |
| Q1 2021 | $4,000 | -80.0% | 200 | -83.3% | 0.00% | -100.0% |
| Q1 2020 | $20,000 | – | 1,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alliance Wealth Management Group | 557,970 | $9,859,000 | 5.89% |
| Towercrest Capital Management | 557,970 | $9,859,000 | 3.17% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 468,299 | $8,275,000 | 2.86% |
| Omega Financial Group, LLC | 141,851 | $2,507,000 | 2.21% |
| MOLLER WEALTH PARTNERS | 182,584 | $3,308,000 | 2.16% |
| Cardan Capital Partners, LLC | 673,390 | $11,899,000 | 2.09% |
| Diligent Investors, LLC | 165,939 | $2,932,000 | 1.92% |
| OPTIMUM INVESTMENT ADVISORS | 232,350 | $4,106,000 | 1.41% |
| Estate Counselors, LLC | 336,630 | $5,948,000 | 1.20% |
| Asset Planning Services, Ltd. | 128,529 | $2,271,000 | 1.15% |