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 2,197,584$59,576,0005.42%
Aveo Capital Partners, LLC 72,117$1,955,0003.02%
Proquility Private Wealth Partners, LLC 209,779$5,687,0002.60%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 186,105$5,045,0001.91%
Axiom Financial Strategies, LLC 117,429$3,127,0001.88%
BCGM Wealth Management, LLC 96,201$2,630,0001.86%
Main Street Financial Solutions, LLC 162,771$4,413,0000.90%
FIRST UNITED BANK & TRUST 65,803$1,784,0000.86%
Newport Capital Group, LLC 36,262$983,0000.85%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 338,622$9,180,0000.70%
View complete list of INVESCO EXCH TRADED FD TR II shareholders