Kelman-Lazarov, Inc. - 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 94 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$2,807,961
-3.8%
35,935
-1.6%
0.66%
-5.4%
Q2 2023$2,920,240
+3.9%
36,503
-1.2%
0.70%
-3.7%
Q1 2023$2,810,601
+3.9%
36,933
+1.0%
0.73%
-4.2%
Q4 2022$2,705,021
+9.0%
36,584
-1.1%
0.76%
-9.9%
Q3 2022$2,482,000
-1.3%
36,978
+2.8%
0.84%
-0.5%
Q2 2022$2,514,000
-20.4%
35,978
-8.1%
0.85%
-19.2%
Q1 2022$3,159,000
-0.5%
39,158
-1.4%
1.05%
+2.8%
Q4 2021$3,175,000
+9.7%
39,702
-0.2%
1.02%
+0.8%
Q3 2021$2,895,000
-1.5%
39,795
-0.2%
1.01%
-1.1%
Q2 2021$2,938,000
-15.9%
39,861
-20.7%
1.02%
-17.7%
Q1 2021$3,495,000
+8.9%
50,274
-2.4%
1.25%
+1.2%
Q4 2020$3,208,000
+10.5%
51,503
-4.3%
1.23%
-6.7%
Q3 2020$2,902,000
+1.2%
53,804
-4.0%
1.32%
-0.8%
Q2 2020$2,867,000
+9.3%
56,042
-6.2%
1.33%
-5.5%
Q1 2020$2,624,000
-11.6%
59,753
+17.4%
1.41%
+5.3%
Q4 2019$2,969,000
-19.3%
50,906
-25.4%
1.34%
-26.4%
Q3 2019$3,679,000
-1.7%
68,200
-2.7%
1.81%
-5.4%
Q2 2019$3,741,00070,0841.92%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Fusion Family Wealth LLC 1,329,768$103,908,03912.85%
Kozak & Associates, Inc. 248,221$19,197,4077.03%
ERn Financial, LLC 374,092$29,231,5786.34%
ABSOLUTE CAPITAL MANAGEMENT, LLC 79,217$6,190,0185.94%
DENVER WEALTH MANAGEMENT, INC. 92,659$7,240,3184.68%
Wealth Management Partners, LLC 69,257$5,411,7423.38%
Aspire Capital Advisors LLC 73,327$5,729,7572.61%
Legacy Capital Wealth Partners, LLC 118,311$9,244,7722.54%
Allworth Financial LP 2,367,192$184,972,3751.58%
Solano Wealth Management, Inc. 26,275$2,053,1301.42%
View complete list of INVESCO EXCH TRADED FD TR II shareholders