EP Wealth Advisors, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is DWAS and the CUSIP is 46138E842. A total of 68 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$727,741
-4.4%
9,689
+382.0%
0.01%0.0%
Q2 2023$761,537
-43.3%
2,010
-82.5%
0.01%
-52.2%
Q1 2023$1,342,297
+61.7%
11,455
+0.4%
0.02%
+53.3%
Q4 2022$830,119
+6.2%
11,4090.0%0.02%
-16.7%
Q3 2022$782,000
+0.9%
11,4090.0%0.02%
+5.9%
Q2 2022$775,000
-19.8%
11,4090.0%0.02%
-19.0%
Q1 2022$966,000
-21.5%
11,409
-16.6%
0.02%
-27.6%
Q4 2021$1,231,000
+10.8%
13,679
+8.2%
0.03%
-3.3%
Q3 2021$1,111,000
-2.2%
12,6480.0%0.03%
-3.2%
Q2 2021$1,136,000
-26.0%
12,648
-29.9%
0.03%
-36.7%
Q1 2021$1,535,000
+12.4%
18,051
-0.5%
0.05%
+2.1%
Q4 2020$1,366,000
+25.1%
18,140
-1.4%
0.05%
+2.1%
Q3 2020$1,092,000
+10.9%
18,398
-0.0%
0.05%
+11.9%
Q2 2020$985,000
+0.2%
18,407
-23.7%
0.04%
-12.5%
Q1 2020$983,000
-26.2%
24,139
+3.4%
0.05%
-12.7%
Q4 2019$1,332,000
+8.6%
23,334
-4.7%
0.06%
-9.8%
Q3 2019$1,226,000
-6.6%
24,495
+0.7%
0.06%
-25.6%
Q2 2019$1,313,000
+19.9%
24,330
+12.2%
0.08%
-21.9%
Q1 2019$1,095,000
+7.0%
21,688
-7.7%
0.10%
+32.9%
Q4 2018$1,023,000
-29.7%
23,507
-7.1%
0.08%
-30.7%
Q3 2018$1,456,00025,3060.11%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
MorganRosel Wealth Management, LLC 60,027$5,273,0002.88%
Synergy Asset Management, LLC 72,186$6,341,0001.47%
Fortis Advisors, LLC 33,315$1,796,0001.10%
Capital Wealth Alliance, LLC 17,616$1,607,0000.98%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 63,535$5,581,0000.85%
IBEX WEALTH ADVISORS 48,919$4,297,0000.83%
DB Wealth Management Group, LLC 13,568$1,192,0000.77%
Strid Group, LLC 29,006$2,548,0000.57%
Wealthgate Family Office, LLC 3,600$316,0000.49%
1900 WEALTH MANAGEMENT LLC 39,854$3,501,0000.34%
View complete list of INVESCO EXCH TRADED FD TR II shareholders