Rockbridge Investment Management, LCC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 140 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
Rockbridge Investment Management, LCC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q4 2021$50,0000.0%2,5500.0%0.01%
-12.5%
Q3 2021$50,0000.0%2,5500.0%0.01%0.0%
Q2 2021$50,000
+138.1%
2,550
+139.4%
0.01%
+100.0%
Q1 2021$21,0000.0%1,0650.0%0.00%0.0%
Q4 2020$21,000
+5.0%
1,0650.0%0.00%
-20.0%
Q3 2020$20,000
+5.3%
1,0650.0%0.01%0.0%
Q2 2020$19,0001,0650.01%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2020
NameSharesValueWeighting ↓
Alliance Wealth Management Group 762,813$13,356,8484.54%
Towercrest Capital Management 762,813$13,356,8482.78%
Colorado Capital Management, Inc. 177,038$3,1002.40%
Anfield Capital Management, LLC 235,033$4,115,4271.90%
Omega Financial Group, LLC 165,139$2,891,5801.34%
Revolve Wealth Partners, LLC 176,791$3,095,6130.79%
EVERGREEN CAPITAL MANAGEMENT LLC 937,084$16,408,3390.74%
VALLEY FINANCIAL MANAGEMENT, INC. 63,189$1,106,4390.68%
FREEDOM WEALTH ALLIANCE, LLC 25,926$453,9640.68%
ISLAY CAPITAL MANAGEMENT, LLC 27,206$476,3770.46%
View complete list of INVESCO EXCH TRADED FD TR II shareholders