SUMMIT WEALTH & RETIREMENT PLANNING, INC. - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 70 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2022$1,479,000
-21.7%
63,819
-17.9%
0.59%
-18.8%
Q2 2022$1,890,000
-12.6%
77,712
-7.3%
0.72%
-5.1%
Q1 2022$2,163,000
-15.2%
83,829
-8.4%
0.76%
-12.4%
Q4 2021$2,552,000
-11.8%
91,482
-12.2%
0.87%
-17.7%
Q3 2021$2,893,000
+0.0%
104,247
+1.3%
1.06%
-1.0%
Q2 2021$2,892,000
-0.6%
102,891
-2.1%
1.07%
-1.0%
Q1 2021$2,908,000
-1.0%
105,109
+0.2%
1.08%
-3.0%
Q4 2020$2,937,000
+10.5%
104,883
+9.0%
1.11%
-2.4%
Q3 2020$2,658,000
+31.8%
96,252
+30.2%
1.14%
+20.6%
Q2 2020$2,017,000
+0.5%
73,900
-0.7%
0.95%
-11.8%
Q1 2020$2,006,000
-7.2%
74,393
-5.9%
1.07%
+11.3%
Q4 2019$2,162,000
-5.8%
79,082
-5.7%
0.96%
-30.6%
Q3 2019$2,295,000
-4.1%
83,902
-5.8%
1.39%
-0.9%
Q2 2019$2,393,000
-1.5%
89,048
-3.5%
1.40%
-3.0%
Q1 2019$2,429,000–92,281–1.44%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
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