BEAM WEALTH ADVISORS, INC. - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PGX and the CUSIP is 46138E511. A total of 536 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$1,289,795
-5.0%
117,789
-1.3%
0.92%
-2.7%
Q2 2023$1,356,996
-3.5%
119,349
-2.5%
0.94%
-33.2%
Q1 2023$1,405,573
+4.3%
122,437
+1.6%
1.41%
+0.5%
Q4 2022$1,347,266
+3.6%
120,507
+10.0%
1.40%
-3.1%
Q3 2022$1,301,000
+8.3%
109,540
+12.6%
1.45%
+8.6%
Q2 2022$1,201,000
-9.8%
97,316
-0.8%
1.33%
-12.8%
Q1 2022$1,331,000
-12.7%
98,103
-3.5%
1.53%
-12.4%
Q4 2021$1,524,000
+4.9%
101,616
+5.1%
1.74%
+39.9%
Q3 2021$1,453,000
-5.6%
96,699
-3.8%
1.25%
-6.1%
Q2 2021$1,539,000
+16.5%
100,473
+14.1%
1.33%
+12.8%
Q1 2021$1,321,000
+10.8%
88,089
+12.7%
1.18%
+4.6%
Q4 2020$1,192,000
+22.1%
78,145
+17.9%
1.12%
+23.1%
Q3 2020$976,000
+37.3%
66,274
+32.5%
0.91%
+27.7%
Q2 2020$711,000
+23.9%
50,034
+14.8%
0.72%
+25.8%
Q1 2020$574,000
+15.7%
43,580
+32.0%
0.57%
+23.2%
Q4 2019$496,000–33,013–0.46%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2021
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 535,348$8,202,00013.31%
Tatro Capital, LLC 546,245$8,368,0005.71%
Parkside Advisors LLC 801,154$12,274,0003.91%
Iowa State Bank 889,172$13,623,0003.82%
Reitz Capital Advisors LLC 332,806$5,099,0003.60%
H&H Retirement Design & Management INC 376,708$5,711,0003.50%
HERON FINANCIAL GROUP, LLC 395,994$6,067,0003.46%
PLIMOTH TRUST CO LLC 719,507$11,023,0003.09%
APPLETON GROUP, LLC 240,891$3,690,0002.83%
Crewe Advisors LLC 693,786$10,629,0002.64%
View complete list of INVESCO EXCH TRADED FD TR II shareholders