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

INVESCO EXCH TRADED FD TR II's ticker is PZA and the CUSIP is 46138E537. A total of 175 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2023$1,242,205
-12.8%
52,458
-18.7%
0.46%
-18.2%
Q3 2022$1,425,000
-43.8%
64,543
-40.4%
0.57%
-41.8%
Q2 2022$2,537,000
-9.9%
108,246
-4.2%
0.97%
-2.0%
Q1 2022$2,815,000
-7.9%
112,933
+0.2%
0.99%
-4.9%
Q4 2021$3,056,000
-19.0%
112,714
-19.7%
1.04%
-24.3%
Q3 2021$3,773,000
-10.8%
140,451
-9.5%
1.38%
-11.7%
Q2 2021$4,228,000
-13.1%
155,116
-14.7%
1.56%
-13.5%
Q1 2021$4,864,000
-3.6%
181,759
-2.3%
1.81%
-5.5%
Q4 2020$5,045,000
+53.3%
186,105
+50.6%
1.91%
+35.5%
Q3 2020$3,291,000
+11.0%
123,586
+10.8%
1.41%
+1.7%
Q2 2020$2,964,000
-1.9%
111,578
-4.7%
1.39%
-13.9%
Q1 2020$3,021,000
-10.3%
117,099
-8.0%
1.62%
+7.7%
Q4 2019$3,367,000
+0.5%
127,258
+0.8%
1.50%
-25.9%
Q3 2019$3,350,000
+2.7%
126,208
+1.1%
2.02%
+6.1%
Q2 2019$3,262,000
-3.5%
124,824
-5.3%
1.91%
-5.0%
Q1 2019$3,381,000
+56.0%
131,761
+51.9%
2.01%
+22.2%
Q4 2018$2,167,00086,7311.64%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 553,197$12,258,8463.41%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,480,689$32,812,0683.23%
Goodman Advisory Group, LLC 329,834$7,309,1182.73%
Proquility Private Wealth Partners, LLC 151,831$3,364,5751.38%
Parcion Private Wealth LLC 427,210$9,466,9650.98%
Lebenthal Global Advisors, LLC 122,651$2,717,9500.82%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 42,246$936,1650.66%
Collaborative Wealth Managment Inc. 47,723$1,057,5420.63%
Tortoise Investment Management, LLC 176,262$3,905,9550.58%
Leeward Financial Partners, LLC 40,898$906,2960.50%
View complete list of INVESCO EXCH TRADED FD TR II shareholders