INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 52 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,365,000 | -1.0% | 188,372 | +5.4% | 0.19% | +1.1% |
| Q2 2022 | $4,409,000 | +1.4% | 178,652 | +6.1% | 0.19% | +11.4% |
| Q1 2022 | $4,348,000 | +27.6% | 168,384 | +37.7% | 0.17% | +4.4% |
| Q4 2021 | $3,408,000 | -23.0% | 122,327 | -22.3% | 0.16% | -20.4% |
| Q2 2021 | $4,428,000 | +12.3% | 157,534 | +10.5% | 0.20% | -2.4% |
| Q1 2021 | $3,944,000 | +3.3% | 142,545 | +4.6% | 0.21% | +1.0% |
| Q4 2020 | $3,817,000 | +6.9% | 136,317 | +5.4% | 0.20% | -31.1% |
| Q3 2020 | $3,570,000 | +5.1% | 129,306 | +3.9% | 0.30% | -5.4% |
| Q2 2020 | $3,398,000 | +7.9% | 124,504 | +3.1% | 0.31% | +10.2% |
| Q1 2020 | $3,148,000 | -1.3% | 120,794 | +3.5% | 0.28% | +23.5% |
| Q4 2019 | $3,190,000 | +3.6% | 116,678 | +3.7% | 0.23% | -1.7% |
| Q3 2019 | $3,080,000 | +9.1% | 112,524 | +7.3% | 0.23% | +9.9% |
| Q2 2019 | $2,824,000 | +8.3% | 104,916 | +3.5% | 0.21% | -8.2% |
| Q4 2018 | $2,608,000 | – | 101,406 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyd Wealth Management, LLC | 221,449 | $5,456,503 | 3.32% |
| McNaughton Wealth Management, LLC | 59,531 | $1,466,844 | 0.94% |
| Gerber Kawasaki Wealth & Investment Management | 564,739 | $13,915,177 | 0.93% |
| SimpliFi, Inc. | 64,514 | $1,589,635 | 0.75% |
| FIRST FOUNDATION ADVISORS | 650,204 | $16,021,026 | 0.69% |
| FIRST AMERICAN TRUST, FSB | 146,883 | $3,619 | 0.50% |
| Omega Financial Group, LLC | 38,875 | $957,879 | 0.44% |
| Affinity Capital Advisors, LLC | 54,604 | $1,345,443 | 0.36% |
| FOCUS Wealth Advisors, LLC | 21,213 | $522,688 | 0.35% |
| Charles Schwab Investment Advisory, Inc. | 9,034,590 | $222,612,298 | 0.34% |