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

INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 5 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$16,461,730
+4.3%
210,670
+6.8%
1.33%
+4.5%
Q2 2023$15,784,553
+5.6%
197,307
+0.4%
1.27%
-1.1%
Q1 2023$14,953,743
+2.8%
196,501
-0.1%
1.29%
+0.9%
Q4 2022$14,549,215
+6.8%
196,771
-3.1%
1.28%
-4.6%
Q3 2022$13,625,000
-3.9%
203,024
+0.1%
1.34%
-3.4%
Q2 2022$14,176,000
-13.3%
202,897
+0.1%
1.38%
-0.3%
Q1 2022$16,350,000
+1.2%
202,679
+0.3%
1.39%0.0%
Q4 2021$16,162,000
+9.9%
202,125
+0.0%
1.39%
+1.1%
Q3 2021$14,706,000
-0.5%
202,112
+0.8%
1.37%
-3.0%
Q2 2021$14,774,000
+5.9%
200,438
-0.1%
1.42%
-1.8%
Q1 2021$13,952,000
+27.3%
200,693
+14.1%
1.44%
+14.1%
Q4 2020$10,958,000
+12.5%
175,943
-2.6%
1.26%
-3.5%
Q3 2020$9,744,000
+5.8%
180,674
+0.4%
1.31%
-6.9%
Q2 2020$9,206,000
+14.7%
179,990
-1.5%
1.41%
-14.0%
Q1 2020$8,026,000
-28.9%
182,776
-5.6%
1.64%
-11.4%
Q4 2019$11,289,000
+7.3%
193,565
-0.8%
1.85%
-2.0%
Q3 2019$10,524,000
+0.2%
195,072
-0.8%
1.88%
-3.4%
Q2 2019$10,500,000196,7101.95%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Fusion Family Wealth LLC 1,078,064$79,464,00011.90%
Legacy Capital Wealth Partners, LLC 144,790$10,672,0005.75%
First Heartland Consultants, Inc. 243,632$17,958,0002.72%
Wealth Management Partners, LLC 37,427$2,759,0001.92%
RVW Wealth, LLC 208,722$15,000,0001.88%
Klingman & Associates, LLC 200,438$14,774,0001.42%
Kelman-Lazarov, Inc. 39,861$2,938,0001.02%
Resonant Capital Advisors, LLC 44,983$3,316,0000.64%
Rodgers & Associates, LTD 30,832$2,273,0000.37%
Marshall Financial Group LLC 8,844$652,0000.35%
View complete list of INVESCO EXCH TRADED FD TR II shareholders