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 Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $919,141 | -4.0% | 39,162 | +0.7% | 0.45% | +2.3% |
| Q2 2023 | $957,879 | -7.7% | 38,875 | -7.2% | 0.44% | -8.4% |
| Q1 2023 | $1,037,721 | +3.3% | 41,894 | +0.7% | 0.48% | -7.5% |
| Q4 2022 | $1,004,260 | +4.9% | 41,601 | +0.7% | 0.52% | +4.6% |
| Q3 2022 | $957,000 | -4.0% | 41,301 | +0.8% | 0.50% | +2.9% |
| Q2 2022 | $997,000 | – | 40,986 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 249,376 | $6,434,000 | 1.37% |
| McNaughton Wealth Management, LLC | 67,678 | $1,746,000 | 1.14% |
| Bradley & Co. Private Wealth Management, LLC | 40,056 | $1,033,000 | 0.89% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 83,829 | $2,163,000 | 0.76% |
| Running Point Capital Advisors, LLC | 41,436 | $1,069,000 | 0.63% |
| Gerber Kawasaki Wealth & Investment Management | 238,238 | $6,146,000 | 0.50% |
| January Capital Advisors LLC | 22,843 | $556,000 | 0.49% |
| FIRST AMERICAN TRUST, FSB | 137,157 | $3,538,000 | 0.49% |
| SELDON CAPITAL LP | 31,352 | $809,000 | 0.48% |
| Regis Management CO LLC | 99,800 | $2,575,000 | 0.46% |