INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 70 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $407,000 | -15.2% | 14,650 | -14.2% | 0.10% | -8.3% |
| Q2 2021 | $480,000 | +2.1% | 17,078 | +0.5% | 0.11% | -16.3% |
| Q1 2021 | $470,000 | -0.8% | 16,996 | +0.5% | 0.13% | -9.2% |
| Q4 2020 | $474,000 | +1.9% | 16,912 | +0.5% | 0.14% | -19.3% |
| Q3 2020 | $465,000 | +21.4% | 16,827 | +19.8% | 0.18% | +18.9% |
| Q2 2020 | $383,000 | – | 14,048 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 490,445 | $11,363,000 | 1.06% |
| McNaughton Wealth Management, LLC | 42,411 | $983,000 | 0.72% |
| FIRST AMERICAN TRUST, FSB | 153,737 | $3,562,000 | 0.60% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 63,819 | $1,479,000 | 0.59% |
| Omega Financial Group, LLC | 41,301 | $957,000 | 0.50% |
| Charles Schwab Investment Advisory, Inc. | 11,630,805 | $269,486,000 | 0.49% |
| FOCUS Wealth Advisors, LLC | 21,523 | $499,000 | 0.35% |
| Running Point Capital Advisors, LLC | 22,805 | $528,000 | 0.35% |
| SimpliFi, Inc. | 25,787 | $597,000 | 0.31% |
| Warren Street Wealth Advisors, LLC | 11,801 | $273,000 | 0.28% |