Steward Partners Investment Advisory, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is IDLV and the CUSIP is 46138E230. A total of 88 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$25,244
-4.3%
967
+0.2%
0.00%
Q2 2023$26,391
+0.2%
965
+0.3%
0.00%
Q1 2023$26,326
+2.5%
962
+0.3%
0.00%
Q4 2022$25,684
+7.0%
959
+0.2%
0.00%
Q3 2022$24,000
-7.7%
957
+0.3%
0.00%
Q2 2022$26,000
-13.3%
954
+0.5%
0.00%
Q1 2022$30,0000.0%949
+0.2%
0.00%
Q4 2021$30,000
+3.4%
947
+0.2%
0.00%
Q3 2021$29,0000.0%945
+0.2%
0.00%
Q2 2021$29,000
-99.9%
943
-49.9%
0.00%
-100.0%
Q1 2021$57,232,000
+204300.0%
1,882
+100.4%
0.00%0.0%
Q4 2020$28,000
+3.7%
9390.0%0.00%0.0%
Q3 2020$27,000
+3.8%
939
+0.2%
0.00%0.0%
Q2 2020$26,000
+8.3%
937
+0.2%
0.00%0.0%
Q1 2020$24,000
-22.6%
935
+0.2%
0.00%0.0%
Q4 2019$31,0000.0%933
+0.8%
0.00%0.0%
Q3 2019$31,0000.0%926
+0.2%
0.00%0.0%
Q2 2019$31,000
+3.3%
924
+0.8%
0.00%0.0%
Q3 2018$30,0009170.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 379,336$11,813,0001.12%
PFS INVESTMENTS INC. 1,758,737$54,767,0001.04%
GHP Investment Advisors, Inc. 428,467$13,342,0000.88%
Ridgewood Investments LLC 36,995$1,152,0000.76%
DUBUQUE BANK & TRUST CO 176,907$5,509,0000.62%
Legacy Financial Advisors, Inc. 74,526$2,321,0000.52%
McNaughton Wealth Management, LLC 24,530$764,0000.50%
SHAKESPEARE WEALTH MANAGEMENT, INC. 34,458$1,079,0000.39%
ARQ WEALTH ADVISORS, LLC 17,908$558,0000.38%
Wambolt & Associates, LLC 29,911$935,0000.34%
View complete list of INVESCO EXCH TRADED FD TR II shareholders