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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $42 | -100.0% | 1,753 | -82.9% | 0.00% | -100.0% |
| Q3 2022 | $237,000 | -6.7% | 10,248 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $254,000 | +3.7% | 10,481 | +10.3% | 0.00% | 0.0% |
| Q1 2022 | $245,000 | -7.5% | 9,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $265,000 | +0.8% | 9,500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $263,000 | -1.5% | 9,500 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $267,000 | -47.6% | 9,500 | -48.5% | 0.00% | -33.3% |
| Q1 2021 | $510,000 | -1.2% | 18,461 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $516,000 | +1.4% | 18,461 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $509,000 | +1.0% | 18,461 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $504,000 | +1.2% | 18,461 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $498,000 | -1.4% | 18,461 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $505,000 | +106.1% | 18,461 | +106.0% | 0.01% | +100.0% |
| Q3 2019 | $245,000 | – | 8,961 | – | 0.00% | – |
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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% |