INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 133 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83,496 | -2.1% | 4,646 | -1.2% | 0.04% | -7.9% |
| Q1 2024 | $85,260 | -6.4% | 4,703 | -6.4% | 0.04% | -11.6% |
| Q4 2023 | $91,074 | -0.8% | 5,023 | -6.5% | 0.04% | -8.5% |
| Q3 2023 | $91,779 | -62.1% | 5,373 | -63.5% | 0.05% | -66.7% |
| Q3 2022 | $242,000 | -5.1% | 14,736 | -2.7% | 0.14% | -0.7% |
| Q2 2022 | $255,000 | -8.6% | 15,149 | -0.5% | 0.14% | +6.0% |
| Q1 2022 | $279,000 | -9.7% | 15,221 | -4.4% | 0.13% | -7.6% |
| Q4 2021 | $309,000 | -1.0% | 15,920 | -0.7% | 0.14% | -9.9% |
| Q3 2021 | $312,000 | -0.3% | 16,035 | +0.0% | 0.16% | -2.4% |
| Q2 2021 | $313,000 | +0.6% | 16,030 | -0.2% | 0.16% | -8.3% |
| Q1 2021 | $311,000 | -0.3% | 16,065 | 0.0% | 0.18% | -8.2% |
| Q4 2020 | $312,000 | – | 16,065 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alliance Wealth Management Group | 557,970 | $9,859,000 | 5.89% |
| Towercrest Capital Management | 557,970 | $9,859,000 | 3.17% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 468,299 | $8,275,000 | 2.86% |
| Omega Financial Group, LLC | 141,851 | $2,507,000 | 2.21% |
| MOLLER WEALTH PARTNERS | 182,584 | $3,308,000 | 2.16% |
| Cardan Capital Partners, LLC | 673,390 | $11,899,000 | 2.09% |
| Diligent Investors, LLC | 165,939 | $2,932,000 | 1.92% |
| OPTIMUM INVESTMENT ADVISORS | 232,350 | $4,106,000 | 1.41% |
| Estate Counselors, LLC | 336,630 | $5,948,000 | 1.20% |
| Asset Planning Services, Ltd. | 128,529 | $2,271,000 | 1.15% |