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

INVESCO EXCH TRADED FD TR II's ticker is RWK and the CUSIP is 46138G672. A total of 73 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$1,215,490
-7.6%
12,954
-5.4%
0.10%
-7.5%
Q2 2023$1,315,537
+12.1%
13,694
+5.7%
0.11%
+5.0%
Q1 2023$1,173,907
+5.5%
12,9540.0%0.10%
+3.1%
Q4 2022$1,112,362
+15.4%
12,9540.0%0.10%
+3.2%
Q3 2022$964,000
-4.9%
12,9540.0%0.10%
-4.0%
Q2 2022$1,014,000
-15.1%
12,9540.0%0.10%
-2.0%
Q1 2022$1,194,000
-2.6%
12,9540.0%0.10%
-3.8%
Q4 2021$1,226,000
+5.0%
12,954
-3.3%
0.10%
-3.7%
Q3 2021$1,168,000
-1.8%
13,394
-0.3%
0.11%
-4.4%
Q2 2021$1,189,000
+2.9%
13,4330.0%0.11%
-5.0%
Q1 2021$1,156,000
+20.9%
13,4330.0%0.12%
+9.1%
Q4 2020$956,000
+31.7%
13,4330.0%0.11%
+12.2%
Q3 2020$726,000
+5.1%
13,4330.0%0.10%
-7.5%
Q2 2020$691,000
+25.2%
13,4330.0%0.11%
-6.2%
Q1 2020$552,000
-36.7%
13,4330.0%0.11%
-21.0%
Q4 2019$872,000
+7.8%
13,433
-1.1%
0.14%
-1.4%
Q3 2019$809,000
-2.3%
13,5830.0%0.14%
-5.8%
Q2 2019$828,00013,5830.15%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2022
NameSharesValueWeighting ↓
Fusion Family Wealth LLC 400,108$36,882,0004.98%
RVW Wealth, LLC 366,723$33,804,0003.90%
Eagle Strategies LLC 34,648$3,194,0001.25%
Investors Research Corp 30,707$2,831,0000.80%
WIN ADVISORS, INC 26,497$2,442,0000.64%
Marshall Financial Group LLC 8,833$814,0000.33%
National Wealth Management Group, LLC 3,043$280,4670.27%
Latitude Advisors, LLC 12,337$1,137,0000.26%
Claro Advisors LLC 7,024$665,0000.24%
Resonant Capital Advisors, LLC 16,257$1,499,0000.22%
View complete list of INVESCO EXCH TRADED FD TR II shareholders