INVESCO EXCH TRADED FD TR II's ticker is SPHB and the CUSIP is 46138E370. A total of 105 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $18,000 | -21.7% | 252 | -36.5% | 0.01% | -27.3% |
| Q4 2020 | $23,000 | +43.8% | 397 | 0.0% | 0.01% | +22.2% |
| Q3 2020 | $16,000 | -5.9% | 397 | -4.3% | 0.01% | -18.2% |
| Q2 2020 | $17,000 | +41.7% | 415 | +4.5% | 0.01% | +22.2% |
| Q1 2020 | $12,000 | -36.8% | 397 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $19,000 | – | 397 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D. SCOTT NEAL, INC. | 280,444 | $20,500,000 | 8.67% |
| Deane Retirement Strategies, Inc. | 153,609 | $11,229,000 | 6.28% |
| AFFINITY WEALTH MANAGEMENT LLC | 374,231 | $27,607,000 | 5.42% |
| Clear Perspective Advisors, LLC | 138,278 | $10,108,000 | 3.46% |
| SMI Advisory Services, LLC | 95,184 | $6,958,000 | 3.12% |
| Delos Wealth Advisors, LLC | 38,093 | $2,785,000 | 3.06% |
| Weaver Consulting Group | 64,464 | $4,712,000 | 2.56% |
| Bedell Frazier Investment Counselling, LLC | 86,004 | $6,287,000 | 1.73% |
| Stewardship Advisors, LLC | 55,675 | $4,070,000 | 1.54% |
| G&S Capital LLC | 33,049 | $2,416,000 | 1.33% |