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 140 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2022. 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 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 Q2 2022
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 340,771$7,044,0006.20%
Waverly Advisors, LLC 1,449,457$29,960,0004.66%
Brinker Capital Investments, LLC 5,198,049$107,444,0003.43%
Legacy Private Trust Co. 894,709$18,493,0002.20%
Oak Grove Capital LLC 43,090$891,0000.90%
PFS INVESTMENTS INC. 481,281$10,189,0000.86%
Royal Fund Management, LLC 96,790$2,000,0000.66%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 3,281,916$67,837,0000.58%
Kingsview Wealth Management, LLC 97,615$2,018,0000.48%
JFS WEALTH ADVISORS, LLC 85,898$1,776,0000.47%
View complete list of INVESCO EXCH TRADED FD TR II shareholders