INVESCO EXCH TRADED FD TR II's ticker is RWJ and the CUSIP is 46138G664. A total of 146 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,684 | -9.8% | 13,473 | +180.9% | 0.18% | -4.3% |
| Q2 2023 | $543,913 | +1.3% | 4,796 | +0.2% | 0.18% | -4.1% |
| Q1 2023 | $536,792 | +3.6% | 4,786 | +0.3% | 0.19% | -4.0% |
| Q4 2022 | $517,926 | +4.8% | 4,772 | -7.2% | 0.20% | -3.8% |
| Q3 2022 | $494,000 | -11.5% | 5,140 | -6.2% | 0.21% | -6.3% |
| Q2 2022 | $558,000 | -8.2% | 5,477 | +8.0% | 0.22% | -10.4% |
| Q1 2022 | $608,000 | -2.6% | 5,071 | +0.1% | 0.25% | +8.3% |
| Q4 2021 | $624,000 | +4.7% | 5,065 | -0.7% | 0.23% | -25.3% |
| Q3 2021 | $596,000 | -2.5% | 5,101 | +0.6% | 0.31% | -6.7% |
| Q2 2021 | $611,000 | -5.6% | 5,071 | -10.8% | 0.33% | -14.7% |
| Q1 2021 | $647,000 | +40.3% | 5,682 | +0.0% | 0.39% | +28.6% |
| Q4 2020 | $461,000 | – | 5,680 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hyperion Partners, LLC | 90,337 | $9,804,275 | 9.37% |
| Fusion Family Wealth LLC | 387,632 | $42,069,724 | 5.76% |
| Fermata Advisors, LLC | 80,828 | $8,774,679 | 2.60% |
| WFA Asset Management Corp | 36,480 | $3,959,153 | 2.60% |
| Masso Torrence Wealth Management Inc. | 30,000 | $3,255,900 | 2.59% |
| Fulcrum Equity Management | 17,370 | $1,885,127 | 1.54% |
| NEIRG Wealth Management, LLC | 68,748 | $7,461,206 | 1.40% |
| PACIFIC SUN FINANCIAL CORP | 13,673 | $1,483,931 | 1.05% |
| Bowman & Co S.C. | 10,650 | $1,155,852 | 0.90% |
| Destiny Wealth Partners, LLC | 32,604 | $3,538,558 | 0.77% |