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

INVESCO EXCH TRADED FD TR II's ticker is QQQJ and the CUSIP is 46138G631. A total of 94 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q4 2022$3,649
-54.4%
153
-56.7%
0.00%
-50.0%
Q3 2022$8,000
+100.0%
353
+132.2%
0.00%
+100.0%
Q2 2022$4,0000.0%1520.0%0.00%0.0%
Q1 2022$4,000
-20.0%
1520.0%0.00%0.0%
Q4 2021$5,0000.0%152
+0.7%
0.00%0.0%
Q3 2021$5,0000.0%1510.0%0.00%0.0%
Q2 2021$5,0000.0%151
+0.7%
0.00%0.0%
Q1 2021$5,0000.0%1500.0%0.00%
-50.0%
Q4 2020$5,0001500.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 199,330$6,692,0005.77%
Wealth Management Partners, LLC 163,000$5,464,0003.75%
Modus Advisors, LLC 171,077$5,743,0002.44%
Lingotto Investment Management LLP 1,915,000$64,287,0002.37%
THEORY FINANCIAL LLC 107,296$3,602,0002.35%
Vista Private Wealth Partners. LLC 161,784$5,404,0002.06%
Paragon Advisors, LLC 109,755$3,684,0001.80%
Core Wealth Advisors, Inc. 79,745$2,677,0001.60%
Rollins Financial 143,816$4,828,0001.40%
Apexium Financial, LP 53,309$1,790,0000.92%
View complete list of INVESCO EXCH TRADED FD TR II shareholders