INVESCO EXCH TRADED FD TR II's ticker is KBWY and the CUSIP is 46138E594. A total of 67 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 290 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -50.0% | 290 | -50.8% | 0.00% | -50.0% |
| Q3 2021 | $14,000 | 0.0% | 589 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 589 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 589 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 589 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -28.6% | 589 | -16.7% | 0.00% | -33.3% |
| Q2 2020 | $14,000 | +27.3% | 707 | -3.4% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -52.2% | 732 | +0.7% | 0.00% | -40.0% |
| Q4 2019 | $23,000 | – | 727 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 360,455 | $8,330,000 | 2.34% |
| Sterneck Capital Management, LLC | 111,559 | $2,668,000 | 1.65% |
| Alta Wealth Advisors LLC | 21,271 | $492,000 | 0.36% |
| Samalin Investment Counsel, LLC | 14,269 | $330,000 | 0.21% |
| Safeguard Investment Advisory Group, LLC | 11,237 | $259,000 | 0.18% |
| PEAK FINANCIAL ADVISORS LLC | 9,018 | $208,000 | 0.18% |
| Bogart Wealth, LLC | 47,857 | $1,106,000 | 0.12% |
| Legacy Financial Group LLC | 15,897 | $367,000 | 0.11% |
| Northwest Bancshares, Inc. | 15,919 | $368,000 | 0.08% |
| Kestra Advisory Services, LLC | 183,831 | $4,248,000 | 0.05% |