JFS WEALTH ADVISORS, LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is IDLV and the CUSIP is 46138E230. A total of 102 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$6,708,695
-28.7%
257,065
-25.3%
0.63%
-25.3%
Q2 2023$9,412,722
+1.3%
344,158
+1.4%
0.85%
-3.3%
Q1 2023$9,289,890
+1.1%
339,543
-1.0%
0.88%
-2.6%
Q4 2022$9,187,719
-4.4%
343,081
-12.0%
0.90%
-14.7%
Q3 2022$9,611,000
-9.5%
389,910
+1.4%
1.05%
-6.0%
Q2 2022$10,618,000
-10.1%
384,560
+1.4%
1.12%
+0.5%
Q1 2022$11,813,000
-2.9%
379,336
-0.4%
1.12%
-2.8%
Q4 2021$12,161,000
+4.8%
380,993
+0.5%
1.15%
-3.7%
Q3 2021$11,608,000
-3.6%
378,960
-2.8%
1.19%
-33.8%
Q2 2021$12,047,000
+0.9%
389,758
-0.7%
1.80%
-26.1%
Q1 2021$11,934,000
+3.5%
392,573
+2.1%
2.43%
+0.5%
Q4 2020$11,536,000
+6.8%
384,673
+1.4%
2.42%
-5.7%
Q3 2020$10,800,000
+3.1%
379,463
-0.1%
2.57%
-5.4%
Q2 2020$10,479,000
+32.1%
379,686
+25.9%
2.72%
+14.2%
Q1 2020$7,931,000
+6737.1%
301,684
+8801.9%
2.38%
+8100.0%
Q4 2019$116,000–3,389–0.03%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson & White Wealth Management, LLC 170,399$4,6606.39%
Burt Wealth Advisors 703,444$19,239,1935.80%
Grey Fox Wealth Advisors, LLC 93,623$2,560,5931.32%
Bell Investment Advisors, Inc 188,341$5,151,1311.14%
Revisor Wealth Management LLC 37,539$1,026,6920.92%
JFS WEALTH ADVISORS, LLC 344,158$9,412,7220.85%
DUBUQUE BANK & TRUST CO 231,292$6,325,8360.81%
Armbruster Capital Management, Inc. 114,850$3,141,1480.77%
BROWN WEALTH MANAGEMENT, LLC 52,003$1,422,2820.74%
McNaughton Wealth Management, LLC 24,819$678,8000.43%
View complete list of INVESCO EXCH TRADED FD TR II shareholders