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

INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 122 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2023$280
-95.9%
16
-95.9%
0.00%
-100.0%
Q1 2023$6,882
+2411.7%
393
+2356.2%
0.00%
Q4 2022$274160.0%0.00%
Q3 2022$0160.0%0.00%
Q2 2022$0160.0%0.00%
Q1 2022$0160.0%0.00%
Q4 2021$0160.0%0.00%
Q3 2021$0160.0%0.00%
Q2 2021$0160.0%0.00%
Q1 2021$0160.0%0.00%
Q4 2020$0160.0%0.00%
Q3 2020$016
+23.1%
0.00%
Q2 2020$013
-55.2%
0.00%
Q1 2020$029
+123.1%
0.00%
Q4 2019$0130.0%0.00%
Q3 2019$0130.0%0.00%
Q2 2019$0130.0%0.00%
Q1 2019$0130.0%0.00%
Q4 2018$0130.0%0.00%
Q3 2018$0130.0%0.00%
Q2 2018$0130.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
PRUDENT INVESTORS NETWORK, INC. 918,583$17,894,0008.96%
Alliance Wealth Management Group 829,032$16,150,0005.24%
Colorado Capital Management, Inc. 231,246$4,504,0003.18%
Towercrest Capital Management 829,032$16,150,0003.06%
ISLAY CAPITAL MANAGEMENT, LLC 162,059$3,157,0002.43%
ENTERPRISE FINANCIAL SERVICES CORP 528,478$10,295,0001.33%
Anfield Capital Management, LLC 218,691$4,260,0001.33%
RWA WEALTH PARTNERS, LLC 907,615$17,680,0001.32%
Omega Financial Group, LLC 127,681$2,487,0001.18%
Financial & Tax Architects, LLC 119,118$2,320,4161.06%
View complete list of INVESCO EXCH TRADED FD TR II shareholders