INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 68 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,852,999 | +75.1% | 164,167 | +83.9% | 0.26% | +81.4% |
| Q2 2023 | $2,200,180 | +1.0% | 89,293 | +1.5% | 0.14% | -1.4% |
| Q1 2023 | $2,178,522 | +10.6% | 87,950 | +7.8% | 0.15% | +5.8% |
| Q4 2022 | $1,969,727 | +347.7% | 81,596 | +329.6% | 0.14% | +321.2% |
| Q3 2022 | $440,000 | -70.0% | 18,993 | -68.5% | 0.03% | -69.2% |
| Q2 2022 | $1,465,000 | +105.2% | 60,221 | +117.7% | 0.11% | +122.9% |
| Q1 2022 | $714,000 | +117.7% | 27,660 | +135.2% | 0.05% | +84.6% |
| Q4 2021 | $328,000 | -73.4% | 11,758 | -74.0% | 0.03% | -85.9% |
| Q3 2019 | $1,235,000 | – | 45,153 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyd Wealth Management, LLC | 242,613 | $5,694,127 | 3.83% |
| FIRST FOUNDATION ADVISORS | 1,171,080 | $27,485,247 | 1.28% |
| Gerber Kawasaki Wealth & Investment Management | 764,168 | $17,935,016 | 1.22% |
| Affinity Capital Advisors, LLC | 152,530 | $3,579,879 | 0.98% |
| McNaughton Wealth Management, LLC | 57,981 | $1,360,814 | 0.90% |
| SimpliFi, Inc. | 64,991 | $1,525,347 | 0.75% |
| Miracle Mile Advisors, LLC | 709,902 | $16,661,407 | 0.51% |
| Charles Schwab Investment Advisory, Inc. | 13,682,286 | $321,123,252 | 0.51% |
| FIRST AMERICAN TRUST, FSB | 150,961 | $3,543,051 | 0.50% |
| Omega Financial Group, LLC | 39,162 | $919,141 | 0.45% |