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

INVESCO EXCH TRADED FD TR II's ticker is PIE and the CUSIP is 46138E867. A total of 65 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$362,727
-2.2%
19,554
+182.2%
0.01%
+20.0%
Q2 2023$370,939
+21.3%
6,928
-65.0%
0.01%0.0%
Q1 2023$305,922
-12.0%
19,788
+1.2%
0.01%
-16.7%
Q4 2022$347,830
+6.7%
19,554
-1.8%
0.01%
-14.3%
Q3 2022$326,000
-13.1%
19,9050.0%0.01%
-12.5%
Q2 2022$375,000
-19.7%
19,905
-0.4%
0.01%
-20.0%
Q1 2022$467,000
-15.9%
19,975
-7.1%
0.01%
-23.1%
Q4 2021$555,000
+2.8%
21,509
-3.1%
0.01%
-13.3%
Q3 2021$540,000
-11.0%
22,1940.0%0.02%
-11.8%
Q2 2021$607,000
-39.5%
22,194
-46.9%
0.02%
-46.9%
Q1 2021$1,003,000
+4.4%
41,761
-0.6%
0.03%
-5.9%
Q4 2020$961,000
+16.2%
42,026
-2.0%
0.03%
-5.6%
Q3 2020$827,000
+8.7%
42,901
+1.5%
0.04%
+12.5%
Q2 2020$761,000
-20.7%
42,281
-35.8%
0.03%
-31.9%
Q1 2020$960,000
-26.9%
65,896
-4.0%
0.05%
-13.0%
Q4 2019$1,314,000
+7.4%
68,615
-1.8%
0.05%
-11.5%
Q3 2019$1,223,000
-1.1%
69,885
+0.2%
0.06%
-20.8%
Q2 2019$1,237,000
+38.5%
69,778
+32.8%
0.08%
-10.5%
Q1 2019$893,00052,5440.09%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
MorganRosel Wealth Management, LLC 206,134$4,949,0003.12%
Maltin Wealth Management, Inc. 170,200$4,087,0002.65%
Gateway Advisory, LLC 431,597$10,363,0002.62%
RiverTree Advisors, LLC 108,912$2,615,0001.83%
Monument Capital Management 151,030$3,626,0001.45%
HERON FINANCIAL GROUP, LLC 79,868$1,938,0001.18%
Freedom Investment Management, Inc. 610,460$14,657,0001.14%
Colonial River Wealth Management, LLC 55,563$1,334,0001.08%
NewSquare Capital LLC 197,337$4,738,0000.62%
BAROMETER CAPITAL MANAGEMENT INC. 67,200$1,613,472,0000.27%
View complete list of INVESCO EXCH TRADED FD TR II shareholders