Klingman & Associates, LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is RWJ and the CUSIP is 46138G664. A total of 4 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$1,060,110
-6.8%
29,108
+190.1%
0.09%
-6.5%
Q2 2023$1,137,831
+4.6%
10,033
+3.4%
0.09%
-2.1%
Q1 2023$1,088,180
+3.3%
9,7030.0%0.09%
+2.2%
Q4 2022$1,053,055
+12.9%
9,7030.0%0.09%0.0%
Q3 2022$933,000
-5.8%
9,703
-0.2%
0.09%
-5.2%
Q2 2022$990,000
-15.1%
9,7230.0%0.10%
-2.0%
Q1 2022$1,166,000
-2.6%
9,7230.0%0.10%
-3.9%
Q4 2021$1,197,000
+5.3%
9,7230.0%0.10%
-2.8%
Q3 2021$1,137,000
-2.9%
9,7230.0%0.11%
-5.4%
Q2 2021$1,171,000
+4.7%
9,723
-0.9%
0.11%
-3.4%
Q1 2021$1,118,000
+37.7%
9,813
-2.0%
0.12%
+23.4%
Q4 2020$812,000
+36.0%
10,0130.0%0.09%
+17.5%
Q3 2020$597,000
+8.7%
10,0130.0%0.08%
-4.8%
Q2 2020$549,000
+17.1%
10,013
-10.4%
0.08%
-12.5%
Q1 2020$469,000
-38.4%
11,1780.0%0.10%
-23.2%
Q4 2019$761,000
+6.9%
11,1780.0%0.12%
-1.6%
Q3 2019$712,000
+0.8%
11,1780.0%0.13%
-3.1%
Q2 2019$706,000–11,178–0.13%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Hyperion Partners, LLC 296,555$10,800,5439.32%
WFA Asset Management Corp 320,892$11,686,8716.98%
Fusion Family Wealth LLC 1,202,955$43,811,6065.42%
Consolidated Planning Corp 263,508$9,596,9462.13%
Masso Torrence Wealth Management Inc. 60,690$2,210,3121.70%
Onyx Bridge Wealth Group LLC 150,346$5,475,6041.28%
ICA Group Wealth Management, LLC 89,308$3,252,5930.91%
Fermata Advisors, LLC 88,616$3,228,2610.91%
USAdvisors Wealth Management, LLC 49,796$1,8130.81%
JAMES INVESTMENT RESEARCH INC 146,930$5,351,1910.71%
View complete list of INVESCO EXCH TRADED FD TR II shareholders