Advisor OS, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is KBWB and the CUSIP is 46138E628. A total of 141 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q4 2021$1,034,000
+44.6%
15,234
+43.0%
0.21%
+36.1%
Q3 2021$715,000
+2.4%
10,653
-1.7%
0.16%
+6.9%
Q2 2021$698,000
-83.2%
10,837
-83.9%
0.14%
-84.6%
Q1 2021$4,163,00067,2670.94%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
WP Advisors, LLC 331,346$13,906,5975.74%
Morningstar Investment Management LLC 723,287$30,3564.52%
Phoenix Holdings Ltd. 3,865,285$162,226,0113.62%
MRA Advisory Group 115,324$4,840,1653.49%
JCSD Capital, LLC 43,000$1,804,7102.92%
SOL Capital Management CO 322,746$13,545,6502.22%
Wharton Business Group, LLC 847,513$35,5692.13%
Masso Torrence Wealth Management Inc. 40,849$1,714,4331.36%
Harel Insurance Investments & Financial Services Ltd. 1,550,780$65,0861.33%
NORTH POINT PORTFOLIO MANAGERS CORP/OH 184,663$7,750,3061.23%
View complete list of INVESCO EXCH TRADED FD TR II shareholders