GoalVest Advisory 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 486 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.3%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2024$120.0%10.0%0.00%
Q1 2024$12
-47.8%
1
-50.0%
0.00%
Q4 2023$2320.00%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 2,547,224$28,961,93723.91%
Intrepid Financial Planning Group LLC 1,336,624$15,197,4157.29%
STONEBRIDGE ADVISORS LLC 2,021,174$22,980,7456.00%
COMPTON CAPITAL MANAGEMENT INC /RI 18,983$215,8375.00%
Iowa State Bank 1,422,653$16,175,5654.06%
ADVISORS MANAGEMENT GROUP INC /ADV 1,102,493$12,5353.74%
Golden Green, Inc. 298,831$3,397,7083.67%
Live Oak Investment Partners 318,738$3,623,8013.03%
Garrett Wealth Advisory Group, LLC 544,896$6,195,4762.75%
Leicht Financial Planning & Wealth Management, Inc. 306,977$3,490,3242.11%
View complete list of INVESCO EXCH TRADED FD TR II shareholders