Fulcrum Equity Management - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is KBWB and the CUSIP is 46138E628. A total of 141 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2022$242,000
-22.9%
3,793
-18.0%
0.14%
+22.2%
Q4 2021$314,000
+1.0%
4,627
-0.1%
0.12%
-3.3%
Q3 2021$311,000
-66.9%
4,630
-68.2%
0.12%
-65.4%
Q2 2021$939,00014,5790.35%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
WP Advisors, LLC 331,346$13,906,5975.74%
Morningstar Investment Management LLC 723,287$30,3564.52%
Phoenix Holdings Ltd. 3,865,285$162,226,0113.62%
MRA Advisory Group 115,324$4,840,1653.49%
JCSD Capital, LLC 43,000$1,804,7102.92%
SOL Capital Management CO 322,746$13,545,6502.22%
Wharton Business Group, LLC 847,513$35,5692.13%
Masso Torrence Wealth Management Inc. 40,849$1,714,4331.36%
Harel Insurance Investments & Financial Services Ltd. 1,550,780$65,0861.33%
NORTH POINT PORTFOLIO MANAGERS CORP/OH 184,663$7,750,3061.23%
View complete list of INVESCO EXCH TRADED FD TR II shareholders