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

INVESCO EXCH TRADED FD TR II's ticker is PGX and the CUSIP is 46138E511. A total of 498 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q4 2022$156,520
+88.6%
14,000
+100.0%
0.02%
-18.5%
Q3 2022$83,000
-99.9%
7,000
-30.0%
0.03%
-34.1%
Q2 2022$123,400,000
+70013.6%
10,000
-23.1%
0.04%
-14.6%
Q1 2022$176,000
-9.7%
13,0000.0%0.05%
-30.4%
Q3 2021$195,000
-8.9%
13,000
-7.1%
0.07%
-14.8%
Q2 2021$214,00014,0000.08%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q2 2021
NameSharesValueWeighting ↓
Aletheian Wealth Advisors LLC 52,810$605,7320.40%
OPTIMUM INVESTMENT ADVISORS 55,982$642,1140.32%
WealthPlan Investment Management, LLC 24,633$282,5460.04%
RVW Wealth, LLC 33,744$387,0440.04%
Apella Capital, LLC 31,075$356,4300.02%
MASSMUTUAL TRUST CO FSB/ADV 24,767$284,0770.01%
TOMPKINS FINANCIAL CORP 5,744$65,8840.01%
Capital Investment Advisors, LLC 26,581$304,8850.01%
M&R CAPITAL MANAGEMENT INC 799$9,1650.00%
Pacifica Partners Inc. 200$2,2500.00%
View complete list of INVESCO EXCH TRADED FD TR II shareholders