INVESCO EXCH TRADED FD TR II's ticker is PCY and the CUSIP is 46138E784. A total of 197 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,808 | -6.3% | 13,290 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $259,022 | +2.8% | 13,290 | +1.2% | 0.10% | +1.0% |
| Q1 2023 | $251,891 | +27.0% | 13,133 | +23.6% | 0.10% | +22.0% |
| Q4 2022 | $198,350 | +3.8% | 10,624 | -5.7% | 0.08% | -6.8% |
| Q3 2022 | $191,000 | -8.6% | 11,266 | 0.0% | 0.09% | -2.2% |
| Q2 2022 | $209,000 | -7.1% | 11,266 | 0.0% | 0.09% | -4.3% |
| Q1 2022 | $225,000 | -19.6% | 11,266 | -1.4% | 0.09% | -5.1% |
| Q4 2021 | $280,000 | -14.4% | 11,431 | -6.9% | 0.10% | -20.2% |
| Q3 2021 | $327,000 | -15.7% | 12,272 | -12.6% | 0.12% | -15.1% |
| Q2 2021 | $388,000 | +10.2% | 14,035 | +6.8% | 0.15% | +4.3% |
| Q1 2021 | $352,000 | +72.5% | 13,147 | +85.6% | 0.14% | +50.5% |
| Q4 2020 | $204,000 | – | 7,082 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,507,825 | $41,646,000 | 5.46% |
| Sound Income Strategies, LLC | 1,228,602 | $33,934,000 | 4.90% |
| TL Private Wealth | 266,903 | $7,372,000 | 4.30% |
| Alliance Wealth Management Group | 411,156 | $11,356,000 | 3.77% |
| Towercrest Capital Management | 595,260 | $16,441,000 | 3.18% |
| SigFig Wealth Management, LLC | 2,122,701 | $58,629,000 | 3.10% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 168,441 | $4,652,000 | 2.34% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 167,160 | $4,617,000 | 2.33% |
| Advisory Services & Investments, LLC | 103,985 | $2,872,000 | 2.09% |
| Wealth Advisors of Iowa, LLC | 134,549 | $3,716,000 | 1.94% |