Geneos Wealth Management Inc. - INVESCO EXCH TRADED FD TR II ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$1,066,507
-3.5%
62,369
+2.1%
0.06%
-5.2%
Q2 2023$1,104,899
+29.5%
61,112
+30.5%
0.06%
+11.5%
Q1 2023$853,431
-20.7%
46,840
-21.1%
0.05%
-20.0%
Q4 2022$1,075,585
-23.7%
59,359
-26.5%
0.06%
-33.0%
Q3 2022$1,409,000
-0.4%
80,777
+8.7%
0.10%
+38.6%
Q2 2022$1,415,000
-2.9%
74,328
+12.5%
0.07%
+11.1%
Q1 2022$1,457,000
-4.6%
66,058
+4.5%
0.06%
+8.6%
Q4 2021$1,528,000
+2.4%
63,224
+1.7%
0.06%
+1.8%
Q3 2021$1,492,000
-0.3%
62,183
+1.9%
0.06%
-1.7%
Q2 2021$1,497,000
+5.9%
61,022
+3.2%
0.06%
+48.7%
Q1 2021$1,414,000
+4.7%
59,131
+1.2%
0.04%
-27.8%
Q4 2020$1,351,000
+22.7%
58,449
+6.5%
0.05%
-5.3%
Q3 2020$1,101,000
-9.0%
54,879
-11.4%
0.06%
-14.9%
Q2 2020$1,210,000
+11.1%
61,938
-2.4%
0.07%
-8.2%
Q1 2020$1,089,000
-22.3%
63,433
+5.2%
0.07%
-2.7%
Q4 2019$1,402,000
+12.4%
60,318
+9.1%
0.08%
+1.4%
Q3 2019$1,247,000
+3.0%
55,310
+3.3%
0.07%
-1.3%
Q2 2019$1,211,000
+2.8%
53,519
+0.6%
0.08%
-3.8%
Q1 2019$1,178,000
+5.8%
53,180
-3.4%
0.08%
-4.9%
Q4 2018$1,113,000
-8.1%
55,040
+3.6%
0.08%
+1.2%
Q3 2018$1,211,000
+2.1%
53,113
+1.9%
0.08%
-12.0%
Q2 2018$1,186,00052,0980.09%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
FREEDOM WEALTH ALLIANCE, LLC 68,922$1,178,5601.94%
Future Financial Wealth Managment LLC 45,959$785,8990.87%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 139,971$2,3940.81%
EVERGREEN CAPITAL MANAGEMENT LLC 991,711$17,437,8150.76%
Beck Bode, LLC 158,307$2,707,0500.69%
QP WEALTH MANAGEMENT, LLC 15,288$261,4250.46%
Boxwood Ventures, Inc. 12,765$2180.44%
Endowment Wealth Management, Inc. 22,350$382,1930.34%
Newbridge Financial Services Group, Inc. 38,837$664,1170.33%
PANORAMIC INVESTMENT ADVISORS, LLC 19,803$338,6330.31%
View complete list of INVESCO EXCH TRADED FD TR II shareholders