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

INVESCO EXCH TRADED FD TR II's ticker is PZA and the CUSIP is 46138E537. A total of 186 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2022$315,000
-14.4%
13,426
-9.0%
0.02%0.0%
Q1 2022$368,000
-25.8%
14,759
-19.3%
0.02%
-25.0%
Q4 2021$496,000
-0.6%
18,2970.0%0.02%
-11.1%
Q2 2021$499,000
+4.0%
18,297
+2.1%
0.03%
-3.6%
Q1 2021$480,000
-1.2%
17,9280.0%0.03%
-15.2%
Q4 2020$486,000
+0.8%
17,928
-1.0%
0.03%
+26.9%
Q3 2020$482,000
+0.2%
18,1130.0%0.03%
-38.1%
Q2 2020$481,000
+3.0%
18,1130.0%0.04%
-49.4%
Q1 2020$467,000
+18.5%
18,113
+21.5%
0.08%
+22.1%
Q4 2019$394,000
-0.5%
14,9080.0%0.07%
-20.0%
Q3 2019$396,000
+18.9%
14,908
+16.8%
0.08%
+9.0%
Q2 2019$333,000
+4.4%
12,7610.0%0.08%
-9.3%
Q4 2018$319,000
+0.9%
12,761
+0.1%
0.09%
+17.8%
Q3 2018$316,00012,7490.07%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2021
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 553,197$12,258,8463.41%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,480,689$32,812,0683.23%
Goodman Advisory Group, LLC 329,834$7,309,1182.73%
Proquility Private Wealth Partners, LLC 151,831$3,364,5751.38%
Parcion Private Wealth LLC 427,210$9,466,9650.98%
Lebenthal Global Advisors, LLC 122,651$2,717,9500.82%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 42,246$936,1650.66%
Collaborative Wealth Managment Inc. 47,723$1,057,5420.63%
Tortoise Investment Management, LLC 176,262$3,905,9550.58%
Leeward Financial Partners, LLC 40,898$906,2960.50%
View complete list of INVESCO EXCH TRADED FD TR II shareholders