Gradient Investments LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 131 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2024$1,935
-0.9%
1080.0%0.00%
Q1 2024$1,9520.0%1080.0%0.00%
Q4 2023$1,952
+6.1%
1080.0%0.00%
Q3 2023$1,839
-2.3%
1080.0%0.00%
Q2 2023$1,882
-0.2%
1080.0%0.00%
Q1 2023$1,885
+2.3%
1080.0%0.00%
Q4 2022$1,843
-7.8%
1080.0%0.00%
Q3 2022$2,0000.0%1080.0%0.00%
Q2 2022$2,0000.0%1080.0%0.00%
Q1 2022$2,0000.0%1080.0%0.00%
Q4 2021$2,0000.0%1080.0%0.00%
Q3 2021$2,0000.0%1080.0%0.00%
Q2 2021$2,0000.0%1080.0%0.00%
Q1 2021$2,0000.0%1080.0%0.00%
Q4 2020$2,0000.0%1080.0%0.00%
Q3 2020$2,0000.0%1080.0%0.00%
Q2 2020$2,000
-50.0%
108
-49.8%
0.00%
Q1 2020$4,0000.0%2150.0%0.00%
Q4 2019$4,0000.0%2150.0%0.00%
Q3 2019$4,0000.0%2150.0%0.00%
Q2 2019$4,000
-50.0%
215
-47.0%
0.00%
-100.0%
Q1 2019$8,000
+14.3%
4060.0%0.00%
Q4 2018$7,000
-30.0%
406
-25.0%
0.00%
-100.0%
Q3 2018$10,0000.0%5410.0%0.00%0.0%
Q2 2018$10,0005410.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2021
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 650,829$10,791,0005.58%
Alliance Wealth Management Group 569,108$9,436,0005.03%
Towercrest Capital Management 569,108$9,436,0002.83%
Anfield Capital Management, LLC 284,320$4,714,0002.74%
Omega Financial Group, LLC 157,306$2,608,0001.98%
Kingsview Wealth Management, LLC 485,978$8,058,0001.09%
RED CEDAR INVESTMENT MANAGEMENT, LLC 149,643$2,481,0001.07%
RWA WEALTH PARTNERS, LLC 431,676$7,157,0001.01%
McAdam, LLC 211,879$3,513,0000.94%
Asset Planning Services, Ltd. 114,433$1,897,0000.94%
View complete list of INVESCO EXCH TRADED FD TR II shareholders