INVESCO EXCH TRADED FD TR II's ticker is XMLV and the CUSIP is 46138E198. A total of 256 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,071 | +70.3% | 4,736 | +72.4% | 0.01% | +75.0% |
| Q1 2023 | $143,942 | +13.3% | 2,747 | +15.7% | 0.00% | 0.0% |
| Q4 2022 | $127,056 | +263.0% | 2,375 | +265.4% | 0.00% | +300.0% |
| Q2 2021 | $35,000 | +169.2% | 650 | +148.1% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | 0.0% | 262 | -13.2% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | -35.0% | 302 | -38.7% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -28.6% | 493 | -6.8% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +833.3% | 529 | +596.1% | 0.00% | – |
| Q4 2018 | $3,000 | -50.0% | 76 | -36.1% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | – | 119 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 135,956 | $6,986,804 | 6.80% |
| Obsidian Personal Planning Solutions LLC | 75,183 | $3,864,000 | 6.59% |
| Capital Planning Advisors, LLC | 441,379 | $22,682,000 | 6.00% |
| Sanford Advisory Services, LLC | 207,203 | $10,648,000 | 3.01% |
| MorganRosel Wealth Management, LLC | 65,139 | $3,347,000 | 1.79% |
| Spectrum Wealth Advisory Group, LLC | 30,473 | $1,566,000 | 1.75% |
| Aspire Wealth Management Corp | 32,229 | $1,656,000 | 1.53% |
| JANICZEK WEALTH MANAGEMENT, LLC | 84,025 | $4,606,000 | 1.37% |
| Well Done, LLC | 110,943 | $5,701,000 | 1.25% |
| WIN ADVISORS, INC | 12,157 | $636,000 | 1.25% |