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

INVESCO EXCH TRADED FD TR II's ticker is PXH and the CUSIP is 46138E727. A total of 135 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2023$258,751
+1.7%
13,881
+0.1%
0.01%
-7.7%
Q1 2023$254,507
+2.2%
13,862
-1.9%
0.01%0.0%
Q4 2022$248,926
+9.2%
14,127
+0.1%
0.01%
-7.1%
Q3 2022$228,000
-10.9%
14,119
+0.2%
0.01%0.0%
Q2 2022$256,000
-28.1%
14,089
-17.5%
0.01%
-22.2%
Q1 2022$356,000
+6.0%
17,084
+11.1%
0.02%
+12.5%
Q4 2021$336,000
-7.7%
15,372
-1.3%
0.02%
-20.0%
Q2 2021$364,000
+6.4%
15,574
+2.5%
0.02%0.0%
Q1 2021$342,000
+7.9%
15,194
+1.4%
0.02%
-9.1%
Q4 2020$317,000
+31.0%
14,982
+6.9%
0.02%
+4.8%
Q2 2020$242,000
+37.5%
14,016
+23.2%
0.02%
-32.3%
Q1 2020$176,00011,3790.03%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 2,361,799$49,173,0004.16%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 199,536$4,154,0002.75%
PEAK FINANCIAL ADVISORS LLC 130,125$2,709,0002.32%
Foresight Wealth Management, LLC 283,405$5,900,0001.09%
Brinker Capital Investments, LLC 2,769,154$57,654,0000.89%
Charles Schwab Investment Advisory, Inc. 21,665,090$451,067,0000.72%
Kore Private Wealth LLC 269,469$5,610,0000.70%
ROTHSCHILD INVESTMENT LLC /IL 422,367$8,794,0000.69%
Prairiewood Capital, LLC 36,156$753,0000.53%
Red Tortoise LLC 26,955$561,0000.42%
View complete list of INVESCO EXCH TRADED FD TR II shareholders