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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $176,000 | – | 11,379 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVANTAX ADVISORY SERVICES, INC. | 3,836,231 | $82,134,000 | 4.37% |
| Brinker Capital Investments, LLC | 6,242,046 | $133,642,000 | 4.27% |
| Waverly Advisors, LLC | 1,267,312 | $27,133,000 | 4.20% |
| Foresight Wealth Management, LLC | 186,969 | $4,003,000 | 3.48% |
| Freestone Capital Holdings, LLC | 1,796,148 | $38,456,000 | 2.28% |
| Kore Private Wealth LLC | 328,107 | $7,025,000 | 1.58% |
| TPG Financial Advisors, LLC | 73,551 | $1,603,000 | 1.55% |
| Merriman Wealth Management, LLC | 298,684 | $6,395,000 | 1.21% |
| MorganRosel Wealth Management, LLC | 45,702 | $978,000 | 0.83% |
| Legacy Private Trust Co. | 324,185 | $6,941,000 | 0.82% |