INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 70 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563,890 | +14.0% | 24,026 | +19.7% | 0.09% | +13.8% |
| Q2 2023 | $494,648 | +28.0% | 20,075 | +28.7% | 0.08% | +17.6% |
| Q1 2023 | $386,313 | +6.0% | 15,596 | +3.3% | 0.07% | +1.5% |
| Q4 2022 | $364,514 | -5.6% | 15,100 | -9.5% | 0.07% | -16.2% |
| Q3 2022 | $386,000 | -3.7% | 16,681 | +7.3% | 0.08% | +11.1% |
| Q1 2022 | $401,000 | +38.8% | 15,543 | +49.9% | 0.07% | +41.2% |
| Q4 2021 | $289,000 | -3.0% | 10,370 | -3.4% | 0.05% | -13.6% |
| Q3 2021 | $298,000 | +41.2% | 10,732 | +43.3% | 0.06% | +40.5% |
| Q2 2021 | $211,000 | +1.9% | 7,491 | 0.0% | 0.04% | -6.7% |
| Q1 2021 | $207,000 | -1.4% | 7,491 | 0.0% | 0.04% | -10.0% |
| Q4 2020 | $210,000 | +1.4% | 7,491 | 0.0% | 0.05% | -7.4% |
| Q3 2020 | $207,000 | – | 7,491 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 437,093 | $12,129,000 | 2.94% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 104,247 | $2,893,000 | 1.06% |
| Gerber Kawasaki Wealth & Investment Management | 251,948 | $6,991,000 | 0.90% |
| Running Point Capital Advisors, LLC | 45,488 | $1,262,000 | 0.56% |
| Regis Management CO LLC | 99,800 | $2,769,000 | 0.48% |
| FIRST AMERICAN TRUST, FSB | 112,328 | $3,117,000 | 0.47% |
| Miracle Mile Advisors, LLC | 292,709 | $8,123,000 | 0.39% |
| FOCUS Wealth Advisors, LLC | 18,943 | $526,000 | 0.36% |
| Charles Schwab Investment Advisory, Inc. | 5,640,547 | $156,525,000 | 0.26% |
| SteelPeak Wealth, LLC | 116,086 | $3,221,000 | 0.21% |