INVESCO EXCH TRADED FD TR II's ticker is SPHD and the CUSIP is 46138E362. A total of 225 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2018. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,748 | -5.2% | 5,250 | 0.0% | 0.05% | -3.8% |
| Q2 2023 | $217,088 | -2.0% | 5,250 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $221,603 | -3.7% | 5,250 | 0.0% | 0.06% | -6.8% |
| Q4 2022 | $230,108 | +12.2% | 5,250 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $205,000 | -11.6% | 5,250 | 0.0% | 0.06% | -6.5% |
| Q2 2022 | $232,000 | -6.5% | 5,250 | 0.0% | 0.06% | +6.9% |
| Q1 2022 | $248,000 | +4.2% | 5,250 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $238,000 | +7.2% | 5,250 | 0.0% | 0.06% | -6.5% |
| Q3 2021 | $222,000 | -3.9% | 5,250 | 0.0% | 0.06% | -4.6% |
| Q2 2021 | $231,000 | +2.7% | 5,250 | 0.0% | 0.06% | -13.3% |
| Q1 2021 | $225,000 | -2.6% | 5,250 | 0.0% | 0.08% | -17.6% |
| Q4 2019 | $231,000 | +3.1% | 5,250 | 0.0% | 0.09% | -5.2% |
| Q3 2019 | $224,000 | +1.4% | 5,250 | 0.0% | 0.10% | -37.7% |
| Q2 2019 | $221,000 | -0.9% | 5,250 | 0.0% | 0.15% | -5.5% |
| Q1 2019 | $223,000 | +10.9% | 5,250 | 0.0% | 0.16% | +5.8% |
| Q4 2018 | $201,000 | – | 5,250 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Advisors, LLC | 338,082 | $13,222,000 | 6.26% |
| PALLADIEM, LLC | 137,889 | $5,393,000 | 5.66% |
| David Kennon Inc | 254,431 | $9,951,000 | 5.47% |
| Future Financial Wealth Managment LLC | 95,469 | $4,214,000 | 4.86% |
| Capital Advisors Wealth Management, LLC | 323,768 | $12,663,000 | 4.20% |
| Lake Hills Wealth Management, LLC | 108,976 | $4,262,000 | 3.87% |
| Gunma Bank,Ltd. | 135,000 | $5,280,000 | 3.22% |
| Bedell Frazier Investment Counselling, LLC | 283,873 | $11,102,000 | 3.12% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 2,740 | $107,000,000 | 3.00% |
| Fusion Capital, LLC | 111,276 | $4,352,000 | 2.84% |