INVESCO EXCH TRADED FD TR II's ticker is XMLV and the CUSIP is 46138E198. A total of 257 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,046 | -2.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $11,280 | +6.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $10,636 | +8.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $9,834 | -5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,350 | -1.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,480 | -2.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,698 | +7.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +25.0% | 200 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $8,000 | -33.3% | 200 | -33.3% | 0.00% | -42.9% |
| Q2 2020 | $12,000 | 0.0% | 300 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $12,000 | -25.0% | 300 | 0.0% | 0.01% | +33.3% |
| Q4 2019 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $16,000 | +6.7% | 300 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $15,000 | – | 300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verde Capital Management | 538,856 | $21,457,000 | 15.21% |
| JANICZEK WEALTH MANAGEMENT, LLC | 387,314 | $15,423,000 | 8.69% |
| Pacific Center for Financial Services | 247,520 | $9,856,000 | 6.24% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 138,863 | $5,529,000 | 5.57% |
| Paragon Advisors, LLC | 91,127 | $3,629,000 | 4.84% |
| MONEYWISE, INC. | 131,054 | $5,219,000 | 4.59% |
| 20/20 Capital Management, Inc. | 251,713 | $10,235,000 | 4.59% |
| Madrona Financial Services, LLC | 110,947 | $4,418,000 | 3.67% |
| Financial Enhancement Group LLC | 299,378 | $11,921,000 | 3.54% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 58,551 | $2,332,000 | 3.25% |