Secure Asset Management, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is KBWB and the CUSIP is 46138E628. A total of 166 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2022$228,000
-11.6%
3,581
-5.7%
0.10%
-1.0%
Q4 2021$258,000
+9.3%
3,797
+8.1%
0.10%
-11.1%
Q3 2021$236,000
+12.9%
3,514
+4.0%
0.12%
+0.9%
Q1 2021$209,0003,3790.12%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2021
NameSharesValueWeighting ↓
WP Advisors, LLC 327,715$16,916,6707.56%
Phoenix Holdings Ltd. 5,212,448$269,066,5665.21%
MRA Advisory Group 113,070$5,836,6534.59%
Miller Investment Management, LP 312,254$16,118,5512.75%
SOL Capital Management CO 299,999$15,485,9482.74%
Morningstar Investment Management LLC 196,416$10,1392.65%
BANK HAPOALIM BM 399,428$20,6192.57%
Accredited Investors Inc. 584,852$30,190,0282.55%
Wharton Business Group, LLC 763,357$39,4042.28%
QUATTRO FINANCIAL ADVISORS LLC 107,117$5,529,3802.21%
View complete list of INVESCO EXCH TRADED FD TR II shareholders