Creative Planning - 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 68 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$803,355
+210.1%
34,229
+225.6%
0.00%
Q2 2023$259,040
-0.5%
10,5130.0%0.00%
Q1 2023$260,407
+2.6%
10,5130.0%0.00%
Q4 2022$253,784
+0.7%
10,513
-3.2%
0.00%
Q3 2022$252,000
-26.5%
10,857
-23.0%
0.00%
-100.0%
Q2 2022$343,000
-55.3%
14,100
-52.6%
0.00%0.0%
Q1 2022$767,000
+74.3%
29,753
+87.8%
0.00%0.0%
Q3 2021$440,000
-1.1%
15,840
+0.0%
0.00%0.0%
Q2 2021$445,000
+5.0%
15,838
+3.3%
0.00%0.0%
Q1 2021$424,00015,3380.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2021
NameSharesValueWeighting ↓
Brio Consultants, LLC 477,107$13,311,0003.13%
McNaughton Wealth Management, LLC 66,706$1,852,0001.20%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 91,482$2,552,0000.87%
SELDON CAPITAL LP 45,091$1,258,0000.81%
Running Point Capital Advisors, LLC 41,436$1,156,0000.69%
Gerber Kawasaki Wealth & Investment Management 245,075$6,837,0000.54%
FIRST AMERICAN TRUST, FSB 130,083$3,630,0000.50%
Regis Management CO LLC 99,800$2,784,0000.46%
January Capital Advisors LLC 19,313$539,0000.43%
FOCUS Wealth Advisors, LLC 20,383$569,0000.34%
View complete list of INVESCO EXCH TRADED FD TR II shareholders