HERITAGE WEALTH MANAGEMENT, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is IDLV and the CUSIP is 46138E230. A total of 97 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q4 2022$16,979
+112.2%
634
+100.0%
0.00%
-33.3%
Q3 2022$8,000
-99.9%
3170.0%0.00%0.0%
Q2 2022$8,752,000
+20738.1%
317
-76.3%
0.00%
-72.7%
Q1 2022$42,000
-56.7%
1,340
-57.6%
0.01%
-68.6%
Q3 2021$97,000
-61.0%
3,162
-60.7%
0.04%
-62.8%
Q2 2021$249,000
-25.2%
8,045
-26.5%
0.09%
-50.0%
Q1 2021$333,00010,9500.19%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2021
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 379,336$11,813,0001.12%
PFS INVESTMENTS INC. 1,758,737$54,767,0001.04%
GHP Investment Advisors, Inc. 428,467$13,342,0000.88%
Ridgewood Investments LLC 36,995$1,152,0000.76%
DUBUQUE BANK & TRUST CO 176,907$5,509,0000.62%
Legacy Financial Advisors, Inc. 74,526$2,321,0000.52%
McNaughton Wealth Management, LLC 24,530$764,0000.50%
SHAKESPEARE WEALTH MANAGEMENT, INC. 34,458$1,079,0000.39%
ARQ WEALTH ADVISORS, LLC 17,908$558,0000.38%
Wambolt & Associates, LLC 29,911$935,0000.34%
View complete list of INVESCO EXCH TRADED FD TR II shareholders