Clear Perspectives Financial Planning, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is CUT and the CUSIP is 46138E545. A total of 41 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.0%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2023$8,387
-1.3%
2810.0%0.01%0.0%
Q4 2022$8,498
+6.2%
2810.0%0.01%
+25.0%
Q3 2022$8,000
-11.1%
2810.0%0.00%0.0%
Q2 2022$9,000
-10.0%
2810.0%0.00%0.0%
Q1 2022$10,0000.0%2810.0%0.00%0.0%
Q4 2021$10,0000.0%2810.0%0.00%
-20.0%
Q3 2021$10,000
-9.1%
2810.0%0.01%0.0%
Q2 2021$11,000
+10.0%
2810.0%0.01%
-16.7%
Q1 2021$10,000
+11.1%
2810.0%0.01%0.0%
Q4 2020$9,0002810.01%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q1 2023
NameSharesValueWeighting ↓
Endowment Wealth Management, Inc. 15,312$541,0000.57%
ALBION FINANCIAL GROUP /UT 52,000$1,837,0000.16%
Valmark Advisers, Inc. 192,019$6,783,0000.12%
OARSMAN CAPITAL, INC. 7,775$275,0000.11%
OPPENHEIMER ASSET MANAGEMENT INC. 115,772$4,090,0000.06%
Avior Wealth Management, LLC 16,374$578,0000.05%
FAS Wealth Partners, Inc. 14,995$530,0000.05%
IMA Wealth, Inc. 5,555$196,0000.04%
Freedom Investment Management, Inc. 10,592$374,0000.03%
Legacy Bridge, LLC 539$19,0000.01%
View complete list of INVESCO EXCH TRADED FD TR II shareholders