INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 55 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,897,271 | +6.3% | 76,906 | +7.2% | 1.01% | +1.7% |
| Q1 2024 | $1,784,049 | +3.9% | 71,735 | +4.3% | 0.99% | -2.8% |
| Q4 2023 | $1,717,500 | +26.2% | 68,755 | +18.6% | 1.02% | +12.4% |
| Q3 2023 | $1,360,814 | -7.2% | 57,981 | -2.6% | 0.90% | -3.6% |
| Q2 2023 | $1,466,844 | +5.6% | 59,531 | +6.2% | 0.94% | +1.8% |
| Q1 2023 | $1,388,879 | +10.6% | 56,071 | +7.8% | 0.92% | +7.5% |
| Q4 2022 | $1,255,208 | +27.7% | 51,997 | +22.6% | 0.86% | +18.8% |
| Q3 2022 | $983,000 | -17.0% | 42,411 | -12.9% | 0.72% | -13.7% |
| Q2 2022 | $1,184,000 | -32.2% | 48,680 | -28.1% | 0.84% | -26.3% |
| Q1 2022 | $1,746,000 | -5.7% | 67,678 | +1.5% | 1.14% | -5.3% |
| Q4 2021 | $1,852,000 | -1.9% | 66,706 | -0.7% | 1.20% | -9.4% |
| Q2 2021 | $1,888,000 | +16.1% | 67,170 | +14.3% | 1.32% | +6.3% |
| Q1 2021 | $1,626,000 | +6.8% | 58,764 | +8.1% | 1.24% | +2.1% |
| Q4 2020 | $1,523,000 | +23.6% | 54,384 | +21.9% | 1.22% | +13.1% |
| Q3 2020 | $1,232,000 | +2.8% | 44,607 | +1.5% | 1.08% | -3.0% |
| Q2 2020 | $1,199,000 | +8.9% | 43,943 | +7.6% | 1.11% | -5.5% |
| Q1 2020 | $1,101,000 | -0.1% | 40,838 | +1.2% | 1.18% | +14.6% |
| Q4 2019 | $1,102,000 | – | 40,370 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 711,974 | $17,586,000 | 3.99% |
| Bradley & Co. Private Wealth Management, LLC | 33,932 | $825,000 | 0.91% |
| Gerber Kawasaki Wealth & Investment Management | 374,802 | $9,115,000 | 0.86% |
| McNaughton Wealth Management, LLC | 48,680 | $1,184,000 | 0.84% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 77,712 | $1,890,000 | 0.72% |
| Running Point Capital Advisors, LLC | 38,329 | $932,000 | 0.60% |
| Regis Management CO LLC | 99,800 | $2,427,000 | 0.54% |
| FIRST AMERICAN TRUST, FSB | 132,497 | $3,222,000 | 0.51% |
| Capital CS Group, LLC | 19,952 | $485,000 | 0.50% |
| January Capital Advisors LLC | 22,843 | $556,000 | 0.49% |