INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 2 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Boyd Wealth Management, LLC | 221,449 | $5,456,503 | 3.32% |
| McNaughton Wealth Management, LLC | 59,531 | $1,466,844 | 0.94% |
| Gerber Kawasaki Wealth & Investment Management | 564,739 | $13,915,177 | 0.93% |
| SimpliFi, Inc. | 64,514 | $1,589,635 | 0.75% |
| FIRST FOUNDATION ADVISORS | 650,204 | $16,021,026 | 0.69% |
| FIRST AMERICAN TRUST, FSB | 146,883 | $3,619 | 0.50% |
| Omega Financial Group, LLC | 38,875 | $957,879 | 0.44% |
| Affinity Capital Advisors, LLC | 54,604 | $1,345,443 | 0.36% |
| FOCUS Wealth Advisors, LLC | 21,213 | $522,688 | 0.35% |
| Charles Schwab Investment Advisory, Inc. | 9,034,590 | $222,612,298 | 0.34% |