Dynamic Advisor Solutions LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 89 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2024$1,635,537
-6.1%
66,297
-5.3%
0.05%
-13.6%
Q1 2024$1,740,901
+16.0%
70,000
+16.7%
0.06%
+5.4%
Q4 2023$1,501,142
+521.3%
59,998
+482.8%
0.06%
+409.1%
Q3 2023$241,63210,2950.01%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Gerber Kawasaki Wealth & Investment Management 490,445$11,363,0001.06%
McNaughton Wealth Management, LLC 42,411$983,0000.72%
FIRST AMERICAN TRUST, FSB 153,737$3,562,0000.60%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 63,819$1,479,0000.59%
Omega Financial Group, LLC 41,301$957,0000.50%
Charles Schwab Investment Advisory, Inc. 11,630,805$269,486,0000.49%
FOCUS Wealth Advisors, LLC 21,523$499,0000.35%
Running Point Capital Advisors, LLC 22,805$528,0000.35%
SimpliFi, Inc. 25,787$597,0000.31%
Warren Street Wealth Advisors, LLC 11,801$273,0000.28%
View complete list of INVESCO EXCH TRADED FD TR II shareholders