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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $15,000 | -6.2% | 567 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | 0.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | 0.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | 0.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 567 | -0.2% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | 0.0% | 568 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -11.8% | 568 | -10.7% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | 0.0% | 636 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 636 | +0.2% | 0.00% | -50.0% |
| Q2 2019 | $17,000 | +13.3% | 635 | +11.8% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +7.1% | 568 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | 0.0% | 568 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | 0.0% | 568 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | – | 568 | – | 0.00% | – |
Download | ||||||
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% |