SAX WEALTH ADVISORS, LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PGX and the CUSIP is 46138E511. A total of 501 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q2 2024$202,877
+6.4%
17,565
+9.4%
0.02%
-13.6%
Q1 2024$190,735
+3.6%
16,0550.0%0.02%
-26.7%
Q4 2023$184,152
-86.1%
16,055
-86.8%
0.03%
-88.5%
Q3 2023$1,327,808
-3.5%
121,261
+0.2%
0.26%
-4.4%
Q2 2023$1,376,599
-11.6%
121,073
-10.7%
0.27%
-18.9%
Q1 2023$1,557,313
-1.3%
135,654
-3.9%
0.34%
-7.1%
Q4 2022$1,578,553
-7.0%
141,194
-1.2%
0.36%
-16.7%
Q3 2022$1,697,000
-0.6%
142,855
+3.2%
0.44%
+0.7%
Q2 2022$1,708,000
-27.8%
138,410
-20.6%
0.43%
-24.1%
Q1 2022$2,365,000
-9.7%
174,277
-0.2%
0.57%
+4.8%
Q4 2021$2,619,000
+9.5%
174,617
+9.7%
0.55%
-3.9%
Q3 2021$2,392,000
+6.2%
159,179
+8.2%
0.57%
-26.5%
Q2 2021$2,253,000
+17.3%
147,061
+14.8%
0.77%
+10.0%
Q1 2021$1,921,000
+10.5%
128,061
+12.4%
0.70%
-12.0%
Q4 2020$1,739,000–113,942–0.80%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q2 2021
NameSharesValueWeighting ↓
CNO Financial Group, Inc. 3,552,423$50,871,00022.28%
Camarda Financial Advisors, LLC 683,278$9,785,00011.10%
APPLETON GROUP, LLC 356,264$5,102,0005.41%
Weatherstone Capital Management 357,731$5,123,0003.93%
Buffington Mohr McNeal 708,893$10,151,0003.50%
PLIMOTH TRUST CO LLC 745,140$10,670,0003.46%
DEARBORN CAPITAL MANAGEMENT LLC 95,000$1,360,0003.27%
CMH Wealth Management LLC 406,363$5,770,0003.02%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 688,093$9,853,0002.61%
Biltmore Wealth Management, LLC 210,842$3,019,0002.50%
View complete list of INVESCO EXCH TRADED FD TR II shareholders