Lion Street Advisors, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is RWJ and the CUSIP is 46138G664. A total of 121 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lion Street Advisors, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$271,511
-7.5%
7,455
+205.3%
0.09%
-10.1%
Q2 2023$293,576
-4.6%
2,442
-11.0%
0.10%
+4.2%
Q1 2023$307,629
+4.8%
2,743
+12.3%
0.10%
-38.3%
Q4 2022$293,577
+25.5%
2,442
+1.6%
0.15%
+31.6%
Q3 2022$234,000
-19.9%
2,403
-1.6%
0.12%
-23.5%
Q2 2022$292,000
-2.7%
2,442
-2.6%
0.15%
-0.6%
Q1 2022$300,000
-0.7%
2,506
+2.6%
0.15%
+4.1%
Q4 2021$302,000
+6.7%
2,4420.0%0.15%
-3.3%
Q3 2021$283,0002,4420.15%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2022
NameSharesValueWeighting ↓
Hyperion Partners, LLC 333,661$13,369,8129.54%
WFA Asset Management Corp 257,091$10,301,6175.82%
Fusion Family Wealth LLC 1,267,372$50,783,5835.17%
Cyr Financial Inc. 102,812$4,119,6834.12%
Swisher Financial Concepts, Inc. 99,267$3,9484.00%
Consolidated Planning Corp 218,380$8,750,4751.44%
OPINICUS CAPITAL, INC. 37,718$1,511,3781.27%
Oxford Wealth Group, LLC 37,916$1,519,2941.04%
PACIFIC SUN FINANCIAL CORP 38,226$1,531,7160.91%
Fermata Advisors, LLC 70,977$2,844,0670.65%
View complete list of INVESCO EXCH TRADED FD TR II shareholders