INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 74 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 51,997 | $1,255,208 | 0.86% |
| Warren Street Wealth Advisors, LLC | 29,826 | $720,000 | 0.58% |
| FIRST AMERICAN TRUST, FSB | 139,482 | $3,367 | 0.52% |
| Omega Financial Group, LLC | 41,601 | $1,004,260 | 0.52% |
| Gerber Kawasaki Wealth & Investment Management | 215,801 | $5,209,445 | 0.46% |
| Charles Schwab Investment Advisory, Inc. | 9,031,409 | $218,018,213 | 0.37% |
| FOCUS Wealth Advisors, LLC | 21,523 | $519,565 | 0.36% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 46,002 | $1,110,492 | 0.21% |
| FLOW TRADERS U.S. LLC | 169,083 | $4,082 | 0.20% |
| MYECFO, LLC | 8,400 | $202,776 | 0.17% |