INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 70 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,238 | -4.1% | 8,205 | 0.0% | 0.09% | -4.4% |
| Q1 2022 | $212,000 | -7.4% | 8,205 | 0.0% | 0.09% | -5.3% |
| Q4 2021 | $229,000 | -1.7% | 8,205 | -2.1% | 0.10% | -11.2% |
| Q3 2021 | $233,000 | -1.3% | 8,384 | 0.0% | 0.11% | -3.6% |
| Q2 2021 | $236,000 | -50.8% | 8,384 | -51.7% | 0.11% | -56.3% |
| Q1 2021 | $480,000 | -1.2% | 17,344 | 0.0% | 0.25% | -8.3% |
| Q4 2020 | $486,000 | +1.5% | 17,344 | 0.0% | 0.28% | -7.4% |
| Q3 2020 | $479,000 | +109.2% | 17,344 | +106.9% | 0.30% | +92.9% |
| Q2 2020 | $229,000 | +1.3% | 8,384 | 0.0% | 0.16% | -14.8% |
| Q1 2020 | $226,000 | -1.3% | 8,384 | 0.0% | 0.18% | +14.5% |
| Q4 2019 | $229,000 | 0.0% | 8,384 | 0.0% | 0.16% | -7.0% |
| Q3 2019 | $229,000 | +1.8% | 8,384 | 0.0% | 0.17% | -1.2% |
| Q2 2019 | $225,000 | +1.8% | 8,384 | 0.0% | 0.17% | -1.7% |
| Q1 2019 | $221,000 | +2.3% | 8,384 | 0.0% | 0.18% | -5.9% |
| Q4 2018 | $216,000 | +0.9% | 8,384 | 0.0% | 0.19% | +3.9% |
| Q3 2018 | $214,000 | -1.4% | 8,384 | 0.0% | 0.18% | -10.9% |
| Q2 2018 | $217,000 | – | 8,384 | – | 0.20% | – |
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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% |