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

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INVESCO EXCH TRADED FD TR II's ticker is KBWD and the CUSIP is 46138E610.

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Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$12,274
-2.8%
8080.0%0.00%0.0%
Q2 2023$12,629
+6.0%
8080.0%0.00%0.0%
Q1 2023$11,918
-0.7%
8080.0%0.00%0.0%
Q4 2022$12,007
+9.2%
8080.0%0.00%0.0%
Q3 2022$11,000
-95.5%
808
-94.5%
0.00%
-91.7%
Q2 2022$247,000
-19.3%
14,708
-6.4%
0.01%
-7.7%
Q1 2022$306,000
-4.1%
15,708
-0.3%
0.01%
+8.3%
Q4 2021$319,000
+15.6%
15,758
+17.5%
0.01%
+9.1%
Q3 2021$276,000
-0.7%
13,4130.0%0.01%0.0%
Q2 2021$278,000
+2.2%
13,4130.0%0.01%
+37.5%
Q1 2021$272,000
+3.0%
13,4130.0%0.01%
-27.3%
Q4 2020$264,000
+50.0%
13,4130.0%0.01%
+22.2%
Q3 2020$176,0000.0%13,4130.0%0.01%
-10.0%
Q2 2020$176,000
+8.6%
13,4130.0%0.01%
-9.1%
Q1 2020$162,000
-51.5%
13,413
-11.9%
0.01%
-38.9%
Q4 2019$334,000
+11.0%
15,226
+5.2%
0.02%0.0%
Q3 2019$301,000
+3.4%
14,476
+6.7%
0.02%0.0%
Q2 2019$291,0000.0%13,561
+0.8%
0.02%
-5.3%
Q1 2019$291,000
+8.6%
13,4510.0%0.02%
-5.0%
Q4 2018$268,000
-14.4%
13,451
-2.1%
0.02%
-4.8%
Q3 2018$313,000
-0.9%
13,7360.0%0.02%
-16.0%
Q2 2018$316,000–13,736–0.02%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 31,250$720,0000.33%
STABLEFORD CAPITAL II LLC 9,971$230,0000.15%
Regal Investment Advisors LLC 19,824$457,0000.14%
Koshinski Asset Management, Inc. 16,539$381,0000.12%
Ahrens Investment Partners LLC 11,700$270,0000.11%
WEDBUSH SECURITIES INC 35,735$823,0000.10%
CENTAURUS FINANCIAL, INC. 13,224$305,0000.04%
LPL Financial LLC 545,572$12,570,0000.03%
Geneos Wealth Management Inc. 13,736$316,0000.02%
CULLEN/FROST BANKERS, INC. 26,083$601,0000.02%
View complete list of INVESCO EXCH TRADED FD TR II shareholders