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 140 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2020
NameSharesValueWeighting ↓
Alliance Wealth Management Group 762,813$13,356,8484.54%
Towercrest Capital Management 762,813$13,356,8482.78%
Colorado Capital Management, Inc. 177,038$3,1002.40%
Anfield Capital Management, LLC 235,033$4,115,4271.90%
Omega Financial Group, LLC 165,139$2,891,5801.34%
Revolve Wealth Partners, LLC 176,791$3,095,6130.79%
EVERGREEN CAPITAL MANAGEMENT LLC 937,084$16,408,3390.74%
VALLEY FINANCIAL MANAGEMENT, INC. 63,189$1,106,4390.68%
FREEDOM WEALTH ALLIANCE, LLC 25,926$453,9640.68%
ISLAY CAPITAL MANAGEMENT, LLC 27,206$476,3770.46%
View complete list of INVESCO EXCH TRADED FD TR II shareholders