INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 74 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $383,265 | +3.3% | 15,473 | +0.7% | 0.08% | -1.2% |
Q4 2022 | $370,907 | +5.1% | 15,365 | +0.7% | 0.09% | -3.4% |
Q3 2022 | $353,000 | -4.1% | 15,254 | +0.8% | 0.09% | -1.1% |
Q2 2022 | $368,000 | -5.2% | 15,135 | +0.6% | 0.09% | -10.0% |
Q1 2022 | $388,000 | -7.2% | 15,051 | +0.5% | 0.10% | -9.9% |
Q4 2021 | $418,000 | +1.2% | 14,969 | +0.6% | 0.11% | -7.5% |
Q3 2021 | $413,000 | -1.0% | 14,885 | +0.2% | 0.12% | -0.8% |
Q2 2021 | $417,000 | +2.5% | 14,857 | +1.0% | 0.12% | -6.2% |
Q1 2021 | $407,000 | -0.7% | 14,716 | +0.6% | 0.13% | -5.1% |
Q4 2020 | $410,000 | – | 14,628 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Boyd Wealth Management, LLC | 242,613 | $5,694,127 | 3.83% |
FIRST FOUNDATION ADVISORS | 1,171,080 | $27,485,247 | 1.28% |
Gerber Kawasaki Wealth & Investment Management | 764,168 | $17,935,016 | 1.22% |
Affinity Capital Advisors, LLC | 152,530 | $3,579,879 | 0.98% |
McNaughton Wealth Management, LLC | 57,981 | $1,360,814 | 0.90% |
SimpliFi, Inc. | 64,991 | $1,525,347 | 0.75% |
Miracle Mile Advisors, LLC | 709,902 | $16,661,407 | 0.51% |
Charles Schwab Investment Advisory, Inc. | 13,682,286 | $321,123,252 | 0.51% |
FIRST AMERICAN TRUST, FSB | 150,961 | $3,543,051 | 0.50% |
Omega Financial Group, LLC | 39,162 | $919,141 | 0.45% |