Beta Wealth Group, Inc. - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PGX and the CUSIP is 46138E511. A total of 461 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$1,957,018
-1.5%
178,723
+2.2%
1.16%
+0.8%
Q2 2023$1,987,503
+117.3%
174,802
+119.4%
1.15%
+119.5%
Q1 2023$914,790
-7.0%
79,686
-9.4%
0.52%
-20.8%
Q4 2022$983,29387,9510.66%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 995,214$11,823,0009.48%
Intrepid Financial Planning Group LLC 1,402,491$16,662,0009.47%
Joule Financial, LLC 677,012$8,043,0006.03%
Reitz Capital Advisors LLC 465,361$5,528,0005.07%
Parkside Advisors LLC 935,705$11,116,0004.23%
Iowa State Bank 1,234,620$14,667,0004.17%
Golden Green, Inc. 248,067$2,947,0003.18%
HERON FINANCIAL GROUP, LLC 390,518$4,639,0002.87%
PLIMOTH TRUST CO LLC 690,438$8,202,0002.84%
Prairiewood Capital, LLC 274,631$3,263,0002.69%
View complete list of INVESCO EXCH TRADED FD TR II shareholders