INVESCO EXCH TRADED FD TR II's ticker is KBWD and the CUSIP is 46138E610. A total of 72 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is 1.58 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $69,560 | -5.1% | 4,625 | -4.1% | 0.06% | -18.4% |
| Q3 2023 | $73,292 | -9.4% | 4,825 | -6.8% | 0.08% | -3.8% |
| Q2 2023 | $80,886 | -25.3% | 5,175 | -29.0% | 0.08% | -4.8% |
| Q4 2022 | $108,255 | -12.0% | 7,285 | -3.0% | 0.08% | -21.0% |
| Q2 2022 | $123,000 | -19.1% | 7,510 | 0.0% | 0.10% | +19.3% |
| Q4 2021 | $152,000 | -16.9% | 7,510 | -16.6% | 0.09% | -31.2% |
| Q3 2021 | $183,000 | +28.0% | 9,010 | -14.5% | 0.13% | +287.9% |
| Q2 2020 | $143,000 | – | 10,540 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Harvest Investment Services, LLC | 59,963 | $1,175,000 | 0.53% |
| BDO Wealth Advisors, LLC | 174,253 | $3,417,000 | 0.40% |
| CENTAURUS FINANCIAL, INC. | 112,767 | $2,211,000 | 0.22% |
| Marks Group Wealth Management, Inc | 74,067 | $1,452,000 | 0.22% |
| Palisades Hudson Asset Management, L.P. | 20,805 | $408,000 | 0.19% |
| MinichMacGregor Wealth Management, LLC | 18,605 | $364,000 | 0.14% |
| FormulaFolio Investments, LLC | 16,497 | $336,000 | 0.11% |
| Cooper Financial Group | 23,247 | $456,000 | 0.10% |
| Koshinski Asset Management, Inc. | 49,134 | $964,000 | 0.10% |
| Beacon Harbor Wealth Advisors, Inc. | 12,000 | $235,000 | 0.09% |