INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 76 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,629,354 | +73.4% | 112,031 | +82.0% | 0.00% | +33.3% |
| Q2 2023 | $1,516,687 | -12.1% | 61,554 | -11.6% | 0.00% | 0.0% |
| Q1 2023 | $1,724,488 | +34.7% | 69,621 | +31.2% | 0.00% | 0.0% |
| Q4 2022 | $1,280,000 | +19.6% | 53,048 | +14.9% | 0.00% | +50.0% |
| Q3 2022 | $1,070,000 | -7.0% | 46,187 | -2.4% | 0.00% | -33.3% |
| Q2 2022 | $1,150,000 | +4.6% | 47,301 | +11.0% | 0.00% | +50.0% |
| Q1 2022 | $1,099,000 | -12.1% | 42,601 | -4.9% | 0.00% | 0.0% |
| Q4 2021 | $1,250,000 | +15.5% | 44,781 | +14.8% | 0.00% | 0.0% |
| Q3 2021 | $1,082,000 | -4.1% | 39,009 | -2.9% | 0.00% | 0.0% |
| Q2 2021 | $1,128,000 | +7.7% | 40,169 | +6.2% | 0.00% | -33.3% |
| Q1 2021 | $1,047,000 | +1.6% | 37,816 | +2.7% | 0.00% | 0.0% |
| Q4 2020 | $1,031,000 | -13.1% | 36,837 | -14.4% | 0.00% | -25.0% |
| Q3 2020 | $1,187,000 | +112.0% | 43,038 | +109.8% | 0.00% | +100.0% |
| Q2 2020 | $560,000 | +16.7% | 20,509 | -95.8% | 0.00% | 0.0% |
| Q1 2020 | $480,000 | – | 490,623 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 249,376 | $6,434,000 | 1.37% |
| McNaughton Wealth Management, LLC | 67,678 | $1,746,000 | 1.14% |
| Bradley & Co. Private Wealth Management, LLC | 40,056 | $1,033,000 | 0.89% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 83,829 | $2,163,000 | 0.76% |
| Running Point Capital Advisors, LLC | 41,436 | $1,069,000 | 0.63% |
| Gerber Kawasaki Wealth & Investment Management | 238,238 | $6,146,000 | 0.50% |
| January Capital Advisors LLC | 22,843 | $556,000 | 0.49% |
| FIRST AMERICAN TRUST, FSB | 137,157 | $3,538,000 | 0.49% |
| SELDON CAPITAL LP | 31,352 | $809,000 | 0.48% |
| Regis Management CO LLC | 99,800 | $2,575,000 | 0.46% |