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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 21,213 | 0.0% | 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% | 21,523 | 0.0% | 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 | $567,000 | – | 20,255 | – | 0.44% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gerber Kawasaki Wealth & Investment Management | 490,445 | $11,363,000 | 1.06% |
McNaughton Wealth Management, LLC | 42,411 | $983,000 | 0.72% |
FIRST AMERICAN TRUST, FSB | 153,737 | $3,562,000 | 0.60% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 63,819 | $1,479,000 | 0.59% |
Omega Financial Group, LLC | 41,301 | $957,000 | 0.50% |
Charles Schwab Investment Advisory, Inc. | 11,630,805 | $269,486,000 | 0.49% |
FOCUS Wealth Advisors, LLC | 21,523 | $499,000 | 0.35% |
Running Point Capital Advisors, LLC | 22,805 | $528,000 | 0.35% |
SimpliFi, Inc. | 25,787 | $597,000 | 0.31% |
Warren Street Wealth Advisors, LLC | 11,801 | $273,000 | 0.28% |