INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 51 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $501,076 | +51.5% | 20,059 | +42.4% | 0.00% | +50.0% |
| Q3 2023 | $330,659 | +0.8% | 14,089 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $328,164 | -0.1% | 13,318 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $328,436 | +2.9% | 13,259 | +0.2% | 0.00% | -33.3% |
| Q4 2022 | $319,277 | +7.1% | 13,226 | +2.8% | 0.00% | -25.0% |
| Q3 2022 | $298,000 | -6.6% | 12,867 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $319,000 | -20.4% | 13,113 | -15.7% | 0.00% | -20.0% |
| Q1 2022 | $401,000 | -7.4% | 15,562 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $433,000 | +0.9% | 15,507 | +0.4% | 0.01% | -16.7% |
| Q3 2021 | $429,000 | -0.9% | 15,451 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $433,000 | -2.5% | 15,394 | -4.1% | 0.01% | -33.3% |
| Q1 2021 | $444,000 | -26.2% | 16,050 | -25.3% | 0.01% | -35.7% |
| Q4 2020 | $602,000 | -59.0% | 21,488 | -59.6% | 0.01% | -63.2% |
| Q3 2020 | $1,467,000 | +1.7% | 53,145 | +0.5% | 0.04% | 0.0% |
| Q2 2020 | $1,443,000 | +1.3% | 52,882 | +0.2% | 0.04% | -19.1% |
| Q1 2020 | $1,424,000 | +1.6% | 52,788 | +3.0% | 0.05% | +23.7% |
| Q4 2019 | $1,401,000 | -0.1% | 51,241 | 0.0% | 0.04% | -9.5% |
| Q3 2019 | $1,402,000 | +1.8% | 51,241 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $1,377,000 | – | 51,241 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 490,445 | $11,363,000 | 1.06% |
| McNaughton Wealth Management, LLC | 42,411 | $983,000 | 0.72% |
| FIRST AMERICAN TRUST, FSB | 153,737 | $3,562,000 | 0.60% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 63,819 | $1,479,000 | 0.59% |
| Omega Financial Group, LLC | 41,301 | $957,000 | 0.50% |
| Charles Schwab Investment Advisory, Inc. | 11,630,805 | $269,486,000 | 0.49% |
| FOCUS Wealth Advisors, LLC | 21,523 | $499,000 | 0.35% |
| Running Point Capital Advisors, LLC | 22,805 | $528,000 | 0.35% |
| SimpliFi, Inc. | 25,787 | $597,000 | 0.31% |
| Warren Street Wealth Advisors, LLC | 11,801 | $273,000 | 0.28% |