INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 81 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |