Pacific Capital Wealth Advisors, Inc. - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PCY and the CUSIP is 46138E784. A total of 232 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pacific Capital Wealth Advisors, Inc. ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2024$170.0%10.0%0.00%
Q1 2024$17
+6.2%
10.0%0.00%
Q4 2023$16
-100.0%
1
-100.0%
0.00%
-100.0%
Q1 2023$373,803
+2.7%
19,4890.0%0.10%
+2.1%
Q4 2022$363,863
+10.3%
19,489
-0.0%
0.09%
+4.4%
Q3 2022$330,000
-8.6%
19,491
-0.0%
0.09%
-10.0%
Q2 2022$361,000
-18.1%
19,4940.0%0.10%
-20.6%
Q1 2022$441,000
-65.1%
19,494
-59.4%
0.13%
-65.4%
Q4 2021$1,265,000
-64.7%
47,997
-64.2%
0.36%
-68.0%
Q3 2021$3,579,000
-23.1%
134,187
-20.3%
1.14%
-51.4%
Q2 2021$4,652,000
-23.1%
168,441
-25.5%
2.34%
-30.5%
Q1 2021$6,051,000
-4.3%
226,051
+3.1%
3.37%
-6.3%
Q4 2020$6,321,000
+8.0%
219,184
+1.5%
3.59%
+3.2%
Q3 2020$5,855,000
+1.3%
215,885
+0.1%
3.48%
-11.2%
Q2 2020$5,778,000
+15.0%
215,772
+2.7%
3.92%
+3.2%
Q1 2020$5,023,000
-14.8%
210,085
+5.4%
3.80%
-3.5%
Q4 2019$5,896,000199,3133.93%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Private Ocean, LLC 567,052$15,038,0006.94%
Sound Income Strategies, LLC 418,784$11,106,0006.46%
BlueSky Wealth Advisors, LLC 331,383$8,788,0003.36%
Alliance Wealth Management Group 216,339$5,737,0003.32%
KAYS FINANCIAL ADVISORY CORP /ADV 559,868$14,848,0003.25%
SigFig Wealth Management, LLC 465,839$12,354,0003.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 139,493$3,699,0003.01%
Occidental Asset Management, LLC 196,257$5,205,0002.78%
CreativeOne Wealth, LLC 218,916$5,805,0002.50%
USAdvisors Wealth Management, LLC 121,515$3,222,0002.44%
View complete list of INVESCO EXCH TRADED FD TR II shareholders