INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 68 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,525,347 | -4.0% | 64,991 | +0.7% | 0.75% | 0.0% |
| Q2 2023 | $1,589,635 | +66.2% | 64,514 | +67.1% | 0.75% | +60.0% |
| Q1 2023 | $956,430 | +60.2% | 38,612 | +49.7% | 0.47% | +52.1% |
| Q3 2022 | $597,000 | -4.0% | 25,787 | +0.8% | 0.31% | +0.7% |
| Q2 2022 | $622,000 | -5.2% | 25,586 | +0.6% | 0.31% | +3.0% |
| Q1 2022 | $656,000 | +13.1% | 25,444 | +22.3% | 0.30% | +17.8% |
| Q4 2021 | $580,000 | +113.2% | 20,798 | +112.3% | 0.25% | +107.4% |
| Q3 2021 | $272,000 | – | 9,796 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 477,107 | $13,311,000 | 3.13% |
| McNaughton Wealth Management, LLC | 66,706 | $1,852,000 | 1.20% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 91,482 | $2,552,000 | 0.87% |
| SELDON CAPITAL LP | 45,091 | $1,258,000 | 0.81% |
| Running Point Capital Advisors, LLC | 41,436 | $1,156,000 | 0.69% |
| Gerber Kawasaki Wealth & Investment Management | 245,075 | $6,837,000 | 0.54% |
| FIRST AMERICAN TRUST, FSB | 130,083 | $3,630,000 | 0.50% |
| Regis Management CO LLC | 99,800 | $2,784,000 | 0.46% |
| January Capital Advisors LLC | 19,313 | $539,000 | 0.43% |
| FOCUS Wealth Advisors, LLC | 20,383 | $569,000 | 0.34% |