WADDELL & ASSOCIATES, LLC - INVESCO EXCH TRADED FD TR II ownership

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
WADDELL & ASSOCIATES, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$331,514
-4.7%
14,1250.0%0.05%
-5.9%
Q2 2023$348,040
-0.5%
14,1250.0%0.05%
-7.3%
Q1 2023$349,876
+2.6%
14,1250.0%0.06%
-3.5%
Q4 2022$340,97814,1250.06%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Brio Consultants, LLC 437,093$12,129,0002.94%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 104,247$2,893,0001.06%
Gerber Kawasaki Wealth & Investment Management 251,948$6,991,0000.90%
Running Point Capital Advisors, LLC 45,488$1,262,0000.56%
Regis Management CO LLC 99,800$2,769,0000.48%
FIRST AMERICAN TRUST, FSB 112,328$3,117,0000.47%
Miracle Mile Advisors, LLC 292,709$8,123,0000.39%
FOCUS Wealth Advisors, LLC 18,943$526,0000.36%
Charles Schwab Investment Advisory, Inc. 5,640,547$156,525,0000.26%
SteelPeak Wealth, LLC 116,086$3,221,0000.21%
View complete list of INVESCO EXCH TRADED FD TR II shareholders