INVESCO EXCH TRADED FD TR II's ticker is KBWY and the CUSIP is 46138E594. A total of 57 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,630,764 | -3.8% | 93,400 | -1.0% | 0.78% | +5.1% |
| Q2 2023 | $1,694,813 | -6.9% | 94,366 | -4.7% | 0.74% | -12.2% |
| Q1 2023 | $1,819,730 | -1.4% | 99,006 | +5.9% | 0.84% | -6.7% |
| Q4 2022 | $1,846,290 | +9.5% | 93,532 | +5.2% | 0.90% | +12.2% |
| Q3 2022 | $1,686,000 | -14.5% | 88,892 | -0.4% | 0.80% | -9.9% |
| Q2 2022 | $1,971,000 | -7.9% | 89,214 | +6.2% | 0.89% | +13.9% |
| Q1 2022 | $2,140,000 | – | 83,995 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 250,582 | $6,385,000 | 1.67% |
| Anfield Capital Management, LLC | 83,995 | $2,140,000 | 0.78% |
| Strategies Wealth Advisors, LLC | 83,799 | $2,135,199 | 0.57% |
| Alta Wealth Advisors LLC | 20,978 | $535,000 | 0.32% |
| Samalin Investment Counsel, LLC | 16,956 | $432,000 | 0.26% |
| Safeguard Investment Advisory Group, LLC | 10,637 | $271,000 | 0.18% |
| Legacy Financial Group LLC | 16,795 | $428,000 | 0.12% |
| WEALTHSOURCE PARTNERS, LLC | 50,560 | $1,288,000 | 0.09% |
| Petix & Botte Co | 9,712 | $247,000 | 0.08% |
| Future Financial Wealth Managment LLC | 3,300 | $84,000 | 0.07% |