TriaGen Wealth Management LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 76 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q1 2022$459,00017,7730.24%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Brio Consultants, LLC 477,107$13,311,0003.13%
McNaughton Wealth Management, LLC 66,706$1,852,0001.20%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 91,482$2,552,0000.87%
SELDON CAPITAL LP 45,091$1,258,0000.81%
Running Point Capital Advisors, LLC 41,436$1,156,0000.69%
Gerber Kawasaki Wealth & Investment Management 245,075$6,837,0000.54%
FIRST AMERICAN TRUST, FSB 130,083$3,630,0000.50%
Regis Management CO LLC 99,800$2,784,0000.46%
January Capital Advisors LLC 19,313$539,0000.43%
FOCUS Wealth Advisors, LLC 20,383$569,0000.34%
View complete list of INVESCO EXCH TRADED FD TR II shareholders