INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 69 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 477,107 | $13,311,000 | 3.13% |
| McNaughton Wealth Management, LLC | 66,706 | $1,852,000 | 1.20% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 91,482 | $2,552,000 | 0.87% |
| SELDON CAPITAL LP | 45,091 | $1,258,000 | 0.81% |
| Running Point Capital Advisors, LLC | 41,436 | $1,156,000 | 0.69% |
| Gerber Kawasaki Wealth & Investment Management | 245,075 | $6,837,000 | 0.54% |
| FIRST AMERICAN TRUST, FSB | 130,083 | $3,630,000 | 0.50% |
| Regis Management CO LLC | 99,800 | $2,784,000 | 0.46% |
| January Capital Advisors LLC | 19,313 | $539,000 | 0.43% |
| FOCUS Wealth Advisors, LLC | 20,383 | $569,000 | 0.34% |