BerganKDV Wealth Management, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PZA and the CUSIP is 46138E537. A total of 182 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2023$491,234
-1.2%
20,815
-0.9%
0.05%
-3.9%
Q1 2023$497,233
+156.5%
20,998
+148.5%
0.05%
+142.9%
Q4 2022$193,866
-59.5%
8,451
-61.0%
0.02%
-63.2%
Q3 2022$479,000
-3.8%
21,687
+2.1%
0.06%0.0%
Q2 2022$498,000
-9.6%
21,250
-3.8%
0.06%
-3.4%
Q1 2022$551,000
-3.0%
22,099
+5.5%
0.06%0.0%
Q4 2021$568,000
+17.6%
20,942
+16.5%
0.06%
+7.3%
Q3 2021$483,000
+9.3%
17,980
+10.9%
0.06%
+5.8%
Q2 2021$442,000
-0.5%
16,211
-2.2%
0.05%
-8.8%
Q1 2021$444,000
+9.6%
16,582
+10.9%
0.06%0.0%
Q4 2020$405,000
+6.6%
14,950
+4.9%
0.06%
-5.0%
Q3 2020$380,000
+6.1%
14,258
+5.9%
0.06%
-1.6%
Q2 2020$358,000
+14.7%
13,467
+11.3%
0.06%
-4.7%
Q1 2020$312,000
-6.9%
12,095
-4.4%
0.06%
+6.7%
Q4 2019$335,000
+8.8%
12,657
+9.2%
0.06%
-1.6%
Q3 2019$308,000
+0.3%
11,588
-1.4%
0.06%0.0%
Q2 2019$307,000
+40.8%
11,755
+38.7%
0.06%
+35.6%
Q1 2019$218,000
+51.4%
8,477
+47.2%
0.04%
+32.4%
Q4 2018$144,000
-41.5%
5,758
-42.1%
0.03%
-35.8%
Q3 2018$246,000
-40.0%
9,942
-39.0%
0.05%
-42.4%
Q2 2018$410,00016,3050.09%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2021
NameSharesValueWeighting ↓
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,754,553$41,127,0003.68%
Ameliora Wealth Management Ltd. 120,821$2,832,0003.35%
1900 WEALTH MANAGEMENT LLC 769,234$18,031,0001.97%
Econ Financial Services Corp 92,875$2,177,0001.76%
Proquility Private Wealth Partners, LLC 131,223$3,076,0001.32%
Tortoise Investment Management, LLC 233,278$5,468,0001.07%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 108,246$2,537,0000.97%
Axiom Financial Strategies, LLC 68,759$1,612,0000.85%
First Affirmative Financial Network 29,173$684,0000.78%
BCGM Wealth Management, LLC 62,425$1,510,0000.77%
View complete list of INVESCO EXCH TRADED FD TR II shareholders