FOCUS Wealth Advisors, 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 77 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FOCUS Wealth Advisors, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2024$867,496
-0.5%
35,164
+0.4%
0.44%
-4.5%
Q1 2024$871,420
+77.0%
35,039
+77.8%
0.47%
+49.8%
Q4 2023$492,206
-1.1%
19,704
-7.1%
0.31%
-9.9%
Q3 2023$497,869
-4.7%
21,2130.0%0.34%
-2.5%
Q2 2023$522,688
-1.0%
21,213
-0.5%
0.35%
+2.0%
Q1 2023$528,171
+1.7%
21,323
-0.9%
0.35%
-3.3%
Q4 2022$519,565
+4.1%
21,5230.0%0.36%
+1.7%
Q3 2022$499,000
-5.1%
21,523
-0.6%
0.35%
-1.9%
Q2 2022$526,000
-4.0%
21,648
+2.0%
0.36%
+10.1%
Q1 2022$548,000
-3.7%
21,223
+4.1%
0.33%
-3.8%
Q4 2021$569,000
+8.2%
20,383
+7.6%
0.34%
-4.5%
Q3 2021$526,000
+1.0%
18,943
+2.3%
0.36%
-1.9%
Q2 2021$521,000
-8.3%
18,523
-9.6%
0.36%
-13.2%
Q1 2021$568,000
+0.2%
20,485
+1.1%
0.42%
-4.6%
Q4 2020$567,00020,2550.44%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q2 2021
NameSharesValueWeighting ↓
Gerber Kawasaki Wealth & Investment Management 490,445$11,363,0001.06%
McNaughton Wealth Management, LLC 42,411$983,0000.72%
FIRST AMERICAN TRUST, FSB 153,737$3,562,0000.60%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 63,819$1,479,0000.59%
Omega Financial Group, LLC 41,301$957,0000.50%
Charles Schwab Investment Advisory, Inc. 11,630,805$269,486,0000.49%
FOCUS Wealth Advisors, LLC 21,523$499,0000.35%
Running Point Capital Advisors, LLC 22,805$528,0000.35%
SimpliFi, Inc. 25,787$597,0000.31%
Warren Street Wealth Advisors, LLC 11,801$273,0000.28%
View complete list of INVESCO EXCH TRADED FD TR II shareholders