INVESCO EXCH TRADED FD TR II's ticker is SPMO and the CUSIP is 46138E339.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,360,010 | -2.7% | 41,200 | -5.0% | 0.72% | -0.8% |
| Q2 2023 | $2,424,999 | -4.8% | 43,350 | -7.2% | 0.73% | -7.6% |
| Q1 2023 | $2,546,551 | -28.7% | 46,700 | -25.7% | 0.79% | -33.9% |
| Q4 2022 | $3,570,043 | +1019.1% | 62,875 | +892.8% | 1.20% | +834.4% |
| Q3 2022 | $319,000 | +20.8% | 6,333 | +24.3% | 0.13% | +39.1% |
| Q2 2022 | $264,000 | -89.8% | 5,093 | -88.0% | 0.09% | -88.2% |
| Q1 2022 | $2,597,000 | – | 42,475 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 80,933 | $4,949,000 | 1.56% |
| Professional Financial Advisors, LLC | 58,101 | $3,553,000 | 1.53% |
| Burt Wealth Advisors | 42,475 | $2,597,000 | 0.78% |
| Intelligence Driven Advisers, LLC | 69,013 | $4,222,000 | 0.77% |
| FINANCIAL LIFE ADVISORS | 26,252 | $1,605,000 | 0.66% |
| Pinnacle Wealth Management, LLC | 5,620 | $344,000 | 0.40% |
| Fortune 45 LLC | 4,510 | $275,000 | 0.26% |
| Weaver Consulting Group | 6,985 | $427,000 | 0.21% |
| Insight Advisors, LLC/ PA | 10,142 | $620,000 | 0.19% |
| DB Wealth Management Group, LLC | 3,179 | $194,000 | 0.12% |