SimpliFi, Inc. - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 75 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SimpliFi, Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
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$272,0009,7960.12%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q2 2022
NameSharesValueWeighting ↓
Brio Consultants, LLC 437,093$12,129,0002.94%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 104,247$2,893,0001.06%
Gerber Kawasaki Wealth & Investment Management 251,948$6,991,0000.90%
Running Point Capital Advisors, LLC 45,488$1,262,0000.56%
Regis Management CO LLC 99,800$2,769,0000.48%
FIRST AMERICAN TRUST, FSB 112,328$3,117,0000.47%
Miracle Mile Advisors, LLC 292,709$8,123,0000.39%
FOCUS Wealth Advisors, LLC 18,943$526,0000.36%
Charles Schwab Investment Advisory, Inc. 5,640,547$156,525,0000.26%
SteelPeak Wealth, LLC 116,086$3,221,0000.21%
View complete list of INVESCO EXCH TRADED FD TR II shareholders