Bogart Wealth, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PZA and the CUSIP is 46138E537. A total of 4 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$19,256
-5.4%
869
+0.8%
0.00%0.0%
Q2 2023$20,354
+0.4%
862
+0.7%
0.00%0.0%
Q1 2023$20,271
+4.0%
856
+0.7%
0.00%0.0%
Q4 2022$19,494
+2.6%
850
+0.7%
0.00%
-50.0%
Q3 2022$19,000
-5.0%
844
+1.0%
0.00%0.0%
Q2 2022$20,000
-4.8%
836
+0.6%
0.00%0.0%
Q1 2022$21,000
-4.5%
831
+0.5%
0.00%0.0%
Q4 2021$22,0000.0%827
+0.6%
0.00%0.0%
Q3 2021$22,000
+10.0%
822
+11.5%
0.00%0.0%
Q2 2021$20,0000.0%737
+0.5%
0.00%
-33.3%
Q1 2021$20,000
+5.3%
733
+0.4%
0.00%
-25.0%
Q4 2020$19,0000.0%7300.0%0.00%0.0%
Q3 2020$19,0007300.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,822,548$48,954,0003.93%
Proquility Private Wealth Partners, LLC 156,061$4,192,0001.59%
Axiom Financial Strategies, LLC 110,112$2,958,0001.39%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 140,451$3,773,0001.38%
BCGM Wealth Management, LLC 82,908$2,223,0001.24%
Main Street Financial Solutions, LLC 277,448$7,452,0001.14%
FIRST UNITED BANK & TRUST 95,260$2,559,0001.04%
First Affirmative Financial Network 29,932$804,0000.83%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 410,152$11,017,0000.74%
Aveo Capital Partners, LLC 103,876$2,790,0000.58%
View complete list of INVESCO EXCH TRADED FD TR II shareholders