WealthPLAN Partners, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PCEF and the CUSIP is 46138E404. A total of 118 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2023$2,553
-0.7%
1410.0%0.00%
Q1 2023$2,572
-98.8%
141
-98.8%
0.00%
-100.0%
Q4 2022$223,464
-76.0%
11,401
-74.8%
0.02%
-75.4%
Q1 2022$933,000
-3.2%
45,299
+7.5%
0.06%
+1.6%
Q4 2021$964,000
-0.1%
42,129
+4.1%
0.06%0.0%
Q3 2021$965,000
-13.2%
40,461
-10.2%
0.06%
-17.9%
Q2 2021$1,112,000
+0.9%
45,036
-2.3%
0.08%
-9.3%
Q1 2021$1,102,000
+5.7%
46,098
+0.3%
0.09%
-3.4%
Q4 2020$1,043,000
-0.3%
45,944
-7.8%
0.09%
-12.7%
Q3 2020$1,046,000
-10.8%
49,849
-10.8%
0.10%
-15.7%
Q2 2020$1,173,000
+1.8%
55,869
-10.9%
0.12%
-19.3%
Q1 2020$1,152,000
+187.3%
62,728
+227.6%
0.15%
+105.5%
Q3 2018$401,000
+2.8%
19,149
+12.0%
0.07%
-8.8%
Q2 2018$390,00017,0990.08%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
FREEDOM WEALTH ALLIANCE, LLC 68,922$1,178,5601.94%
Future Financial Wealth Managment LLC 45,959$785,8990.87%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 139,971$2,3940.81%
EVERGREEN CAPITAL MANAGEMENT LLC 991,711$17,437,8150.76%
Beck Bode, LLC 158,307$2,707,0500.69%
QP WEALTH MANAGEMENT, LLC 15,288$261,4250.46%
Boxwood Ventures, Inc. 12,765$2180.44%
Endowment Wealth Management, Inc. 22,350$382,1930.34%
Newbridge Financial Services Group, Inc. 38,837$664,1170.33%
PANORAMIC INVESTMENT ADVISORS, LLC 19,803$338,6330.31%
View complete list of INVESCO EXCH TRADED FD TR II shareholders