Kalos Management, Inc. - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PICB and the CUSIP is 46138E636. A total of 40 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2023$6,161
-99.2%
283
-98.9%
0.01%
-94.1%
Q4 2021$746,000
+8.0%
26,213
+8.0%
0.20%
+3.6%
Q3 2021$691,000
-37.2%
24,272
-35.5%
0.20%
-56.3%
Q2 2021$1,100,000
+6.7%
37,613
+8.1%
0.45%
+38.9%
Q1 2021$1,031,000
-3.1%
34,803
-2.6%
0.32%
-29.3%
Q4 2020$1,064,000
+79.7%
35,743
+73.3%
0.45%
+72.0%
Q3 2020$592,000
-44.4%
20,627
-45.2%
0.26%
-41.2%
Q2 2020$1,065,000
+11.9%
37,609
+0.7%
0.45%
+5.9%
Q1 2020$952,000
-8.0%
37,334
-2.2%
0.42%
+12.5%
Q4 2019$1,035,000
-1.1%
38,167
-4.4%
0.38%
-9.6%
Q3 2019$1,046,000
+43.3%
39,939
+37.6%
0.42%
+25.6%
Q2 2019$730,000
+12.5%
29,017
+16.9%
0.33%
-20.8%
Q1 2019$649,000
-11.1%
24,826
-14.4%
0.42%
+18.0%
Q4 2018$730,000
-6.8%
29,017
-4.0%
0.36%
-15.5%
Q3 2018$783,000
-1.5%
30,214
-0.7%
0.42%
+16.7%
Q2 2018$795,000–30,420–0.36%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Tanager Wealth Management LLP 361,682$7,873,9261.87%
Checchi Capital Advisers, LLC 490,839$10,685,7121.03%
CONSULTIVA WEALTH MANAGEMENT, CORP. 1,373$29,8960.77%
Financial Gravity Asset Management, Inc. 22$9,6570.30%
Pacifica Partners Inc. 14,865$326,2620.20%
Millington Financial Advisors, LLC 9,496$206,7260.19%
Integrated Wealth Concepts LLC 265,288$5,7750.12%
Walkner Condon Financial Advisors LLC 15,400$335,2120.09%
TCWP LLC 9,844$214,3070.04%
Rathbones Group PLC 177,990$3,874,8950.04%
View complete list of INVESCO EXCH TRADED FD TR II shareholders