INVESCO EXCH TRADED FD TR II's ticker is SPVU and the CUSIP is 46138E396.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,147 | -0.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,210 | +1.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,030 | -2.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,270 | +22.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +50.0% | 300 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 300 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -36.4% | 300 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 118,528 | $4,799,531 | 1.21% |
| Capasso Planning Partners LLC | 14,002 | $566,969 | 0.30% |
| Koss-Olinger Consulting, LLC | 48,716 | $1,973,000 | 0.29% |
| Professional Financial Advisors, LLC | 7,763 | $314,360 | 0.14% |
| Avestar Capital, LLC | 17,378 | $703,684 | 0.10% |
| Avidian Wealth Solutions, LLC | 21,400 | $866,546 | 0.06% |
| Trilogy Capital Inc. | 18,170 | $735,754 | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,695 | $190,114 | 0.02% |
| Capital Investment Advisory Services, LLC | 4,993 | $202,180 | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,358 | $419,406 | 0.02% |