INVESCO EXCH TRADED FD TR II's ticker is RWJ and the CUSIP is 46138G664. A total of 171 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,824 | -6.4% | 345 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $14,769 | +3.3% | 345 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $14,293 | +13.8% | 345 | 0.0% | 0.00% | -25.0% |
| Q3 2023 | $12,565 | -3.7% | 345 | +200.0% | 0.00% | +33.3% |
| Q2 2023 | $13,042 | +1.1% | 115 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $12,897 | +3.3% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,481 | – | 115 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hyperion Partners, LLC | 333,661 | $13,369,812 | 9.54% |
| WFA Asset Management Corp | 257,091 | $10,301,617 | 5.82% |
| Fusion Family Wealth LLC | 1,267,372 | $50,783,583 | 5.17% |
| Cyr Financial Inc. | 102,812 | $4,119,683 | 4.12% |
| Swisher Financial Concepts, Inc. | 99,267 | $3,948 | 4.00% |
| Consolidated Planning Corp | 218,380 | $8,750,475 | 1.44% |
| OPINICUS CAPITAL, INC. | 37,718 | $1,511,378 | 1.27% |
| Oxford Wealth Group, LLC | 37,916 | $1,519,294 | 1.04% |
| PACIFIC SUN FINANCIAL CORP | 38,226 | $1,531,716 | 0.91% |
| Fermata Advisors, LLC | 70,977 | $2,844,067 | 0.65% |