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 131 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 772,489$14,700,0007.11%
Braun-Bostich & Associates Inc. 264,959$5,042,0005.86%
Alliance Wealth Management Group 562,656$10,707,0005.15%
Towercrest Capital Management 562,656$10,707,0002.97%
Omega Financial Group, LLC 183,537$3,493,0002.45%
RED CEDAR INVESTMENT MANAGEMENT, LLC 216,352$4,117,0001.30%
Asset Planning Services, Ltd. 126,033$2,398,0001.04%
McAdam, LLC 186,963$3,558,0000.97%
MRA Associates USA LLC 12,709$241,852,0000.95%
Kingsview Wealth Management, LLC 267,754$5,095,0000.80%
View complete list of INVESCO EXCH TRADED FD TR II shareholders