INVESCO EXCH TRADED FD TR II's ticker is SPMO and the CUSIP is 46138E339.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $446,569 | +1.8% | 7,796 | -0.5% | 0.10% | +4.1% |
Q2 2023 | $438,458 | +2.2% | 7,838 | -0.4% | 0.10% | -3.0% |
Q1 2023 | $429,097 | +0.1% | 7,869 | +2.6% | 0.10% | -32.7% |
Q4 2022 | $428,467 | +4.8% | 7,669 | -5.6% | 0.15% | -6.8% |
Q3 2022 | $409,000 | -10.1% | 8,122 | -1.3% | 0.16% | +4.5% |
Q2 2022 | $455,000 | -26.6% | 8,232 | -18.8% | 0.15% | -17.2% |
Q1 2022 | $620,000 | -7.2% | 10,142 | -2.0% | 0.19% | -5.6% |
Q4 2021 | $668,000 | -0.1% | 10,351 | +0.7% | 0.20% | -1.5% |
Q3 2021 | $669,000 | +27.2% | 10,280 | +18.9% | 0.20% | +21.2% |
Q2 2021 | $526,000 | +70.2% | 8,648 | +56.3% | 0.16% | +68.4% |
Q1 2021 | $309,000 | +9.2% | 5,534 | +3.6% | 0.10% | -8.4% |
Q4 2020 | $283,000 | – | 5,342 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IAG Wealth Partners, LLC | 80,933 | $4,949,000 | 1.56% |
Professional Financial Advisors, LLC | 58,101 | $3,553,000 | 1.53% |
Burt Wealth Advisors | 42,475 | $2,597,000 | 0.78% |
Intelligence Driven Advisers, LLC | 69,013 | $4,222,000 | 0.77% |
FINANCIAL LIFE ADVISORS | 26,252 | $1,605,000 | 0.66% |
Pinnacle Wealth Management, LLC | 5,620 | $344,000 | 0.40% |
Fortune 45 LLC | 4,510 | $275,000 | 0.26% |
Weaver Consulting Group | 6,985 | $427,000 | 0.21% |
Insight Advisors, LLC/ PA | 10,142 | $620,000 | 0.19% |
DB Wealth Management Group, LLC | 3,179 | $194,000 | 0.12% |