Heartwood Wealth Advisors LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PCEF and the CUSIP is 46138E404. A total of 111 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$566,010
+1.0%
33,100
+6.8%
0.08%
+3.8%
Q2 2023$560,480
-0.8%
31,0000.0%0.08%
-4.8%
Q1 2023$564,820
+0.6%
31,0000.0%0.08%
-4.5%
Q4 2022$561,720
+13.0%
31,000
+8.8%
0.09%
+2.3%
Q3 2022$497,000
-7.8%
28,5000.0%0.09%
-3.4%
Q2 2022$539,000
-12.8%
28,500
+1.8%
0.09%
-3.3%
Q1 2022$618,000
-8.7%
28,0000.0%0.09%
-9.8%
Q4 2021$677,000
+0.9%
28,0000.0%0.10%
-1.9%
Q3 2021$671,000
-14.6%
28,000
-12.7%
0.10%
-14.0%
Q2 2021$786,000
+5.4%
32,0900.0%0.12%
+0.8%
Q1 2021$746,000
-8.9%
32,090
-12.1%
0.12%
-9.1%
Q4 2020$819,000
+10.8%
36,5000.0%0.13%
-6.4%
Q3 2020$739,000
+1.9%
36,5000.0%0.14%
-2.1%
Q2 2020$725,000
+13.5%
36,5000.0%0.14%
-5.9%
Q1 2020$639,000
-24.9%
36,5000.0%0.15%
-6.1%
Q4 2019$851,000–36,500–0.16%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2023
NameSharesValueWeighting ↓
Harborview Advisors, LLC 288,653$6,714,0004.06%
Bramshill Investments, LLC 1,077,124$25,054,0001.59%
Ascendant Capital Management, LLC 53,754$1,250,0001.10%
Future Financial Wealth Managment LLC 35,208$819,0000.94%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 115,849$2,695,0000.83%
KENNICOTT CAPITAL MANAGEMENT LLC 37,070$862,0000.71%
OARSMAN CAPITAL, INC. 59,085$1,374,0000.60%
6 Meridian 284,748$6,623,0000.57%
Atlas Private Wealth Advisors 26,139$608,0000.34%
Merit Financial Group, LLC 107,964$2,511,0000.26%
View complete list of INVESCO EXCH TRADED FD TR II shareholders