Capital Planning Advisors, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is SPHD and the CUSIP is 46138E362. A total of 327 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2023$5,631,730
-13.6%
133,422
-10.3%
1.20%
-22.7%
Q4 2022$6,520,225
-1.7%
148,762
-12.3%
1.55%
-13.1%
Q3 2022$6,635,000
+2.8%
169,655
+16.0%
1.78%
+4.3%
Q2 2022$6,454,000146,2271.71%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2023
NameSharesValueWeighting ↓
TrueWealth Advisors, LLC 338,082$13,222,0006.26%
PALLADIEM, LLC 137,889$5,393,0005.66%
David Kennon Inc 254,431$9,951,0005.47%
Future Financial Wealth Managment LLC 95,469$4,214,0004.86%
Capital Advisors Wealth Management, LLC 323,768$12,663,0004.20%
Lake Hills Wealth Management, LLC 108,976$4,262,0003.87%
Gunma Bank,Ltd. 135,000$5,280,0003.22%
Bedell Frazier Investment Counselling, LLC 283,873$11,102,0003.12%
CONSULTIVA WEALTH MANAGEMENT, CORP. 2,740$107,000,0003.00%
Fusion Capital, LLC 111,276$4,352,0002.84%
View complete list of INVESCO EXCH TRADED FD TR II shareholders