Global Retirement Partners, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 74 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$486,475
+4.5%
21,050
+11.5%
0.02%
+8.7%
Q2 2023$465,343
+35.3%
18,886
+35.9%
0.02%
+27.8%
Q1 2023$343,917
+2.7%
13,901
+0.2%
0.02%
-21.7%
Q4 2022$334,978
+2.1%
13,876
-3.5%
0.02%
-8.0%
Q3 2022$328,000
-2.7%
14,385
+3.7%
0.02%
-7.4%
Q2 2022$337,000
-23.6%
13,867
-23.2%
0.03%
-22.9%
Q1 2022$441,000
-7.5%
18,067
+5.1%
0.04%
-25.5%
Q3 2021$477,000
+149.7%
17,189
+152.6%
0.05%
+135.0%
Q2 2021$191,000
+1.6%
6,8060.0%0.02%
-9.1%
Q1 2021$188,000
-34.0%
6,806
-33.2%
0.02%
-38.9%
Q4 2020$285,000
+1.4%
10,1860.0%0.04%
-12.2%
Q3 2020$281,000
+1.1%
10,1860.0%0.04%
-6.8%
Q2 2020$278,000
+1.1%
10,1860.0%0.04%
-15.4%
Q1 2020$275,000
-21.2%
10,186
-20.3%
0.05%
-1.9%
Q4 2019$349,000
-0.3%
12,7790.0%0.05%
-8.6%
Q3 2019$350,000
+157.4%
12,779
+152.8%
0.06%
+123.1%
Q2 2019$136,000
+134.5%
5,055
+130.1%
0.03%
+85.7%
Q1 2019$58,000
+1.8%
2,1970.0%0.01%
-6.7%
Q4 2018$57,000
+1.8%
2,1970.0%0.02%
+15.4%
Q3 2018$56,000
-70.4%
2,197
-70.0%
0.01%
-72.9%
Q2 2018$189,0007,3260.05%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2021
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 242,613$5,694,1273.83%
FIRST FOUNDATION ADVISORS 1,171,080$27,485,2471.28%
Gerber Kawasaki Wealth & Investment Management 764,168$17,935,0161.22%
Affinity Capital Advisors, LLC 152,530$3,579,8790.98%
McNaughton Wealth Management, LLC 57,981$1,360,8140.90%
SimpliFi, Inc. 64,991$1,525,3470.75%
Miracle Mile Advisors, LLC 709,902$16,661,4070.51%
Charles Schwab Investment Advisory, Inc. 13,682,286$321,123,2520.51%
FIRST AMERICAN TRUST, FSB 150,961$3,543,0510.50%
Omega Financial Group, LLC 39,162$919,1410.45%
View complete list of INVESCO EXCH TRADED FD TR II shareholders