INVESCO EXCH TRADED FD TR II's ticker is PXH and the CUSIP is 46138E727. A total of 3 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,970 | -4.1% | 335 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $6,226 | +1.5% | 334 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,133 | +4.2% | 334 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,885 | +96.2% | 334 | +87.6% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | +100.0% | 178 | +143.8% | 0.00% | – |
| Q2 2018 | $2,000 | – | 73 | – | 0.00% | – |
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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% |