WFA of San Diego, LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PCY and the CUSIP is 46138E784. A total of 203 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2024$42,340
-18.0%
2,117
-25.1%
0.04%
-28.3%
Q3 2023$51,613
-10.7%
2,825
-4.7%
0.05%
-7.0%
Q2 2023$57,769
-81.2%
2,964
-81.5%
0.06%
-82.3%
Q1 2023$308,012
-0.2%
16,059
-2.8%
0.32%
+36.4%
Q4 2022$308,522
-0.2%
16,525
-9.3%
0.24%
-15.1%
Q3 2022$309,000
-9.6%
18,227
-1.3%
0.28%
-5.1%
Q2 2022$342,000
-13.6%
18,473
+5.5%
0.29%
-2.7%
Q1 2022$396,000
-13.0%
17,513
+1.4%
0.30%
+14.0%
Q4 2021$455,000
+2.9%
17,272
+4.3%
0.26%
-14.6%
Q3 2021$442,000
+10.2%
16,560
+14.0%
0.31%
-0.6%
Q2 2021$401,000
+6.6%
14,532
+3.5%
0.31%
-0.3%
Q1 2021$376,000
+1242.9%
14,041
+3.6%
0.31%
+4357.1%
Q4 2020$28,000
-92.3%
13,547
+0.3%
0.01%
-98.0%
Q3 2020$366,000
-6.4%
13,505
-7.6%
0.35%
+276.1%
Q2 2020$391,000–14,618–0.09%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
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