Creative Planning - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PCY and the CUSIP is 46138E784. A total of 194 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$28,538
-84.8%
1,562
-86.0%
0.00%
Q3 2022$188,000
-61.4%
11,122
-57.7%
0.00%
-100.0%
Q2 2022$487,000
-25.3%
26,297
-8.9%
0.00%0.0%
Q1 2022$652,000
-9.4%
28,858
+5.5%
0.00%0.0%
Q4 2021$720,000
+2.7%
27,343
+4.0%
0.00%0.0%
Q3 2021$701,000
+5.9%
26,280
+9.7%
0.00%0.0%
Q2 2021$662,000
-1.0%
23,960
-4.2%
0.00%0.0%
Q1 2021$669,000
+64.8%
24,998
+77.8%
0.00%0.0%
Q4 2020$406,000
+1.0%
14,061
-5.2%
0.00%0.0%
Q3 2020$402,000
+13.6%
14,829
+12.1%
0.00%0.0%
Q2 2020$354,000
+45.1%
13,232
+29.7%
0.00%0.0%
Q1 2020$244,000
-36.8%
10,201
-21.9%
0.00%0.0%
Q4 2019$386,000
-33.6%
13,057
-34.5%
0.00%
-50.0%
Q3 2019$581,000
+58.7%
19,932
+57.9%
0.00%
+100.0%
Q2 2019$366,000
-11.8%
12,620
-14.9%
0.00%0.0%
Q1 2019$415,000
-0.7%
14,833
-6.2%
0.00%
-50.0%
Q4 2018$418,000
-11.4%
15,808
-9.6%
0.00%0.0%
Q3 2018$472,000
+6.1%
17,482
+4.2%
0.00%0.0%
Q2 2018$445,00016,7710.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 1,507,825$41,646,0005.46%
Sound Income Strategies, LLC 1,228,602$33,934,0004.90%
TL Private Wealth 266,903$7,372,0004.30%
Alliance Wealth Management Group 411,156$11,356,0003.77%
Towercrest Capital Management 595,260$16,441,0003.18%
SigFig Wealth Management, LLC 2,122,701$58,629,0003.10%
PACIFIC CAPITAL WEALTH ADVISORS, INC 168,441$4,652,0002.34%
EisnerAmper Wealth Management Corporate Benefits, LLC 167,160$4,617,0002.33%
Advisory Services & Investments, LLC 103,985$2,872,0002.09%
Wealth Advisors of Iowa, LLC 134,549$3,716,0001.94%
View complete list of INVESCO EXCH TRADED FD TR II shareholders