INVESCO EXCH TRADED FD TR II's ticker is PXH and the CUSIP is 46138E727. A total of 3 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,647 | -72.6% | 373 | -71.4% | 0.00% | -100.0% |
| Q2 2023 | $24,269 | +45690.6% | 1,302 | -57.0% | 0.00% | -50.0% |
| Q4 2022 | $53 | -94.7% | 3,028 | +6079.6% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 49 | -51.0% | 0.00% | – |
| Q1 2021 | $2,000 | -96.3% | 100 | -96.8% | 0.00% | -100.0% |
| Q2 2020 | $54,000 | +1250.0% | 3,122 | +1644.1% | 0.00% | – |
| Q4 2019 | $4,000 | -63.6% | 179 | -65.6% | 0.00% | -100.0% |
| Q2 2019 | $11,000 | – | 521 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 340,771 | $7,044,000 | 6.20% |
| Waverly Advisors, LLC | 1,449,457 | $29,960,000 | 4.66% |
| Brinker Capital Investments, LLC | 5,198,049 | $107,444,000 | 3.43% |
| Legacy Private Trust Co. | 894,709 | $18,493,000 | 2.20% |
| Oak Grove Capital LLC | 43,090 | $891,000 | 0.90% |
| PFS INVESTMENTS INC. | 481,281 | $10,189,000 | 0.86% |
| Royal Fund Management, LLC | 96,790 | $2,000,000 | 0.66% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3,281,916 | $67,837,000 | 0.58% |
| Kingsview Wealth Management, LLC | 97,615 | $2,018,000 | 0.48% |
| JFS WEALTH ADVISORS, LLC | 85,898 | $1,776,000 | 0.47% |