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

INVESCO EXCH TRADED FD TR II's ticker is RDIV and the CUSIP is 46138G656. A total of 85 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$3,665,303
+2.8%
98,536
+8.2%
0.54%
+6.9%
Q2 2023$3,565,302
+0.8%
91,091
+6.0%
0.51%
-4.0%
Q1 2023$3,535,736
+5.7%
85,944
+12.0%
0.53%
+0.6%
Q4 2022$3,343,736
+10.9%
76,744
-4.0%
0.52%
+0.4%
Q3 2022$3,014,000
-8.9%
79,939
-0.2%
0.52%
-4.2%
Q2 2022$3,309,000
+20.2%
80,113
+27.6%
0.54%
+32.9%
Q1 2022$2,752,000
+15.5%
62,769
+11.0%
0.41%
+14.5%
Q4 2021$2,383,000
-89.5%
56,567
-90.3%
0.36%
-89.9%
Q3 2021$22,717,000
-4.3%
583,226
+1.3%
3.54%
-3.0%
Q2 2021$23,729,000
+2429.7%
575,533
+2341.4%
3.65%
+2315.9%
Q1 2021$938,000
+216.9%
23,574
+169.2%
0.15%
+214.6%
Q4 2020$296,0008,7570.05%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Cadence Bank 73,900$2,940,0000.45%
Epstein & White Financial LLC 27,732$1,106,0000.32%
Flaharty Asset Management, LLC 30,491$1,213,0000.28%
Equitable Holdings, Inc. 303,524$12,077,0000.26%
MONECO Advisors, LLC 13,086$521,0000.25%
Retirement Group, LLC 8,614$343,0000.16%
Heartwood Wealth Advisors LLC 23,574$938,0000.15%
Centric Wealth Management 11,233$447,0000.13%
Aurora Private Wealth, Inc. 6,520$259,0000.11%
Cetera Investment Advisers 111,092$4,420,0000.09%
View complete list of INVESCO EXCH TRADED FD TR II shareholders