INVESCO EXCH TRADED FD TR II's ticker is SPHD and the CUSIP is 46138E362. A total of 225 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2018. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,640 | -7.6% | 118 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $5,019 | +25.5% | 115 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 113 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 112 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 111 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 109 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +400.0% | 108 | +163.4% | 0.00% | – |
| Q3 2020 | $1,000 | -90.9% | 41 | -88.0% | 0.00% | -100.0% |
| Q2 2020 | $11,000 | -50.0% | 341 | -53.9% | 0.00% | -62.5% |
| Q1 2020 | $22,000 | -18.5% | 740 | +19.4% | 0.01% | -20.0% |
| Q4 2019 | $27,000 | +3.8% | 620 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | 0.0% | 620 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $26,000 | 0.0% | 620 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +8.3% | 620 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $24,000 | -4.0% | 620 | +3.3% | 0.01% | +18.2% |
| Q3 2018 | $25,000 | 0.0% | 600 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $25,000 | – | 600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Advisors, LLC | 338,082 | $13,222,000 | 6.26% |
| PALLADIEM, LLC | 137,889 | $5,393,000 | 5.66% |
| David Kennon Inc | 254,431 | $9,951,000 | 5.47% |
| Future Financial Wealth Managment LLC | 95,469 | $4,214,000 | 4.86% |
| Capital Advisors Wealth Management, LLC | 323,768 | $12,663,000 | 4.20% |
| Lake Hills Wealth Management, LLC | 108,976 | $4,262,000 | 3.87% |
| Gunma Bank,Ltd. | 135,000 | $5,280,000 | 3.22% |
| Bedell Frazier Investment Counselling, LLC | 283,873 | $11,102,000 | 3.12% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 2,740 | $107,000,000 | 3.00% |
| Fusion Capital, LLC | 111,276 | $4,352,000 | 2.84% |