INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 134 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $37,747 | 0.0% | 2,082 | 0.0% | 0.00% | – |
| Q4 2023 | $37,747 | +6.1% | 2,082 | 0.0% | 0.00% | – |
| Q3 2023 | $35,561 | -4.5% | 2,082 | -4.3% | 0.00% | – |
| Q4 2022 | $37,236 | -98.7% | 2,175 | -98.5% | 0.00% | -100.0% |
| Q3 2021 | $2,845,000 | -38.7% | 146,024 | -38.5% | 0.04% | -32.1% |
| Q2 2021 | $4,642,000 | +97.2% | 237,554 | +95.3% | 0.05% | +43.2% |
| Q1 2021 | $2,354,000 | -82.7% | 121,641 | -82.7% | 0.04% | -80.9% |
| Q4 2020 | $13,631,000 | +1316.9% | 701,202 | +1250.9% | 0.19% | +1285.7% |
| Q3 2020 | $962,000 | -87.4% | 51,908 | -87.7% | 0.01% | -87.5% |
| Q2 2020 | $7,654,000 | +52.8% | 422,868 | +39.9% | 0.11% | -45.6% |
| Q1 2020 | $5,010,000 | – | 302,166 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MOLLER WEALTH PARTNERS | 650,829 | $10,791,000 | 5.58% |
| Alliance Wealth Management Group | 569,108 | $9,436,000 | 5.03% |
| Towercrest Capital Management | 569,108 | $9,436,000 | 2.83% |
| Anfield Capital Management, LLC | 284,320 | $4,714,000 | 2.74% |
| Omega Financial Group, LLC | 157,306 | $2,608,000 | 1.98% |
| Kingsview Wealth Management, LLC | 485,978 | $8,058,000 | 1.09% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 149,643 | $2,481,000 | 1.07% |
| RWA WEALTH PARTNERS, LLC | 431,676 | $7,157,000 | 1.01% |
| McAdam, LLC | 211,879 | $3,513,000 | 0.94% |
| Asset Planning Services, Ltd. | 114,433 | $1,897,000 | 0.94% |