Wade Financial Advisory, Inc - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PXH and the CUSIP is 46138E727. A total of 3 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$223,035
-4.4%
12,5160.0%0.10%
+4.3%
Q2 2023$233,298
+1.5%
12,5160.0%0.09%
-5.2%
Q1 2023$229,794
+4.2%
12,5160.0%0.10%
-3.0%
Q4 2022$220,532
+8.6%
12,5160.0%0.10%
-2.0%
Q3 2022$203,000
-10.6%
12,516
-0.0%
0.10%
-5.6%
Q2 2022$227,000
-13.0%
12,5170.0%0.11%
-3.6%
Q1 2022$261,000
-4.7%
12,517
+0.0%
0.11%
-21.1%
Q4 2021$274,000
-2.1%
12,5160.0%0.14%
-10.1%
Q3 2021$280,000
-4.1%
12,5160.0%0.16%
-1.2%
Q2 2021$292,000
+3.5%
12,5160.0%0.16%
-10.1%
Q1 2021$282,000
+6.4%
12,5160.0%0.18%0.0%
Q4 2020$265,000
+20.5%
12,5160.0%0.18%
+2.9%
Q3 2020$220,000
+1.9%
12,5160.0%0.17%
-7.5%
Q2 2020$216,000
+11.9%
12,5160.0%0.19%
-3.1%
Q1 2020$193,000
-30.8%
12,5160.0%0.19%
-21.5%
Q4 2019$279,000–12,516–0.25%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
AVANTAX ADVISORY SERVICES, INC. 3,836,231$82,134,0004.37%
Brinker Capital Investments, LLC 6,242,046$133,642,0004.27%
Waverly Advisors, LLC 1,267,312$27,133,0004.20%
Foresight Wealth Management, LLC 186,969$4,003,0003.48%
Freestone Capital Holdings, LLC 1,796,148$38,456,0002.28%
Kore Private Wealth LLC 328,107$7,025,0001.58%
TPG Financial Advisors, LLC 73,551$1,603,0001.55%
Merriman Wealth Management, LLC 298,684$6,395,0001.21%
MorganRosel Wealth Management, LLC 45,702$978,0000.83%
Legacy Private Trust Co. 324,185$6,941,0000.82%
View complete list of INVESCO EXCH TRADED FD TR II shareholders