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 100 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2021
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 837,312$26,975,0005.91%
PFS INVESTMENTS INC. 1,143,562$37,417,0003.17%
Seneca House Advisors 90,896$2,928,0002.38%
Ridgewood Investments LLC 66,951$2,157,0001.92%
Wagner Wealth Management, LLC 78,658$2,534,0001.83%
Shakespeare Wealth Management, LLC 54,978$1,771,0001.58%
Arcus Capital Partners, LLC 87,537$2,820,0001.38%
G&S Capital LLC 43,464$1,400,0001.07%
American Financial Network Advisory Services LLC 77$1,465,0000.80%
Santori & Peters, Inc. 18,694$602,0000.53%
View complete list of INVESCO EXCH TRADED FD TR II shareholders