SteelPeak Wealth, LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 69 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$3,471,643
-14.2%
147,918
-9.9%
0.22%
-9.2%
Q2 2023$4,045,995
+1.8%
164,204
+2.3%
0.24%
-11.1%
Q1 2023$3,975,056
+113.5%
160,479
+108.1%
0.27%
+97.1%
Q4 2022$1,861,948
-29.6%
77,131
-32.4%
0.14%
-30.5%
Q3 2022$2,643,000
-25.3%
114,087
-21.5%
0.20%
-22.4%
Q2 2022$3,536,000
-3.5%
145,389
+2.4%
0.25%
+22.7%
Q1 2022$3,663,000
-8.5%
141,989
-1.1%
0.21%
-8.4%
Q4 2021$4,005,000
+24.3%
143,540
+23.6%
0.23%
+6.1%
Q3 2021$3,221,000
+1.3%
116,086
+2.7%
0.21%
-4.1%
Q2 2021$3,179,000
+2.0%
113,081
+0.4%
0.22%
-9.4%
Q1 2021$3,116,000
+0.1%
112,624
+1.3%
0.24%
-13.4%
Q4 2020$3,112,000
+2.0%
111,142
+0.6%
0.28%
-13.7%
Q3 2020$3,052,000
+27.9%
110,522
+26.4%
0.33%
+9.0%
Q2 2020$2,387,000
+30.2%
87,459
+28.7%
0.30%
+3.8%
Q1 2020$1,833,000
+3.2%
67,945
+4.5%
0.29%
+18.4%
Q4 2019$1,777,000–65,007–0.24%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2021
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 242,613$5,694,1273.83%
FIRST FOUNDATION ADVISORS 1,171,080$27,485,2471.28%
Gerber Kawasaki Wealth & Investment Management 764,168$17,935,0161.22%
Affinity Capital Advisors, LLC 152,530$3,579,8790.98%
McNaughton Wealth Management, LLC 57,981$1,360,8140.90%
SimpliFi, Inc. 64,991$1,525,3470.75%
Miracle Mile Advisors, LLC 709,902$16,661,4070.51%
Charles Schwab Investment Advisory, Inc. 13,682,286$321,123,2520.51%
FIRST AMERICAN TRUST, FSB 150,961$3,543,0510.50%
Omega Financial Group, LLC 39,162$919,1410.45%
View complete list of INVESCO EXCH TRADED FD TR II shareholders