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 76 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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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 Q2 2022
NameSharesValueWeighting ↓
Gerber Kawasaki Wealth & Investment Management 490,445$11,363,0001.06%
McNaughton Wealth Management, LLC 42,411$983,0000.72%
FIRST AMERICAN TRUST, FSB 153,737$3,562,0000.60%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 63,819$1,479,0000.59%
Omega Financial Group, LLC 41,301$957,0000.50%
Charles Schwab Investment Advisory, Inc. 11,630,805$269,486,0000.49%
FOCUS Wealth Advisors, LLC 21,523$499,0000.35%
Running Point Capital Advisors, LLC 22,805$528,0000.35%
SimpliFi, Inc. 25,787$597,0000.31%
Warren Street Wealth Advisors, LLC 11,801$273,0000.28%
View complete list of INVESCO EXCH TRADED FD TR II shareholders