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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |