Kelman-Lazarov, Inc. - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 147 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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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$3,741,000–70,084–1.92%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 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