INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 76 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyd Wealth Management, LLC | 242,613 | $5,694,127 | 3.83% |
| FIRST FOUNDATION ADVISORS | 1,171,080 | $27,485,247 | 1.28% |
| Gerber Kawasaki Wealth & Investment Management | 764,168 | $17,935,016 | 1.22% |
| Affinity Capital Advisors, LLC | 152,530 | $3,579,879 | 0.98% |
| McNaughton Wealth Management, LLC | 57,981 | $1,360,814 | 0.90% |
| SimpliFi, Inc. | 64,991 | $1,525,347 | 0.75% |
| Miracle Mile Advisors, LLC | 709,902 | $16,661,407 | 0.51% |
| Charles Schwab Investment Advisory, Inc. | 13,682,286 | $321,123,252 | 0.51% |
| FIRST AMERICAN TRUST, FSB | 150,961 | $3,543,051 | 0.50% |
| Omega Financial Group, LLC | 39,162 | $919,141 | 0.45% |