INVESCO EXCH TRADED FD TR II's ticker is IDLV and the CUSIP is 46138E230. A total of 88 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,927 | -2.7% | 8,044 | +2.0% | 0.09% | 0.0% |
| Q2 2023 | $215,737 | -0.0% | 7,888 | 0.0% | 0.09% | -8.2% |
| Q1 2023 | $215,816 | -1.7% | 7,888 | -3.8% | 0.10% | -11.8% |
| Q4 2022 | $219,542 | -16.5% | 8,198 | -13.9% | 0.11% | -31.2% |
| Q2 2022 | $263,000 | +15.9% | 9,516 | +30.5% | 0.16% | +22.1% |
| Q1 2022 | $227,000 | -2.6% | 7,292 | -3.1% | 0.13% | -18.1% |
| Q2 2021 | $233,000 | – | 7,525 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson & White Wealth Management, LLC | 170,399 | $4,660 | 6.39% |
| Burt Wealth Advisors | 703,444 | $19,239,193 | 5.80% |
| Grey Fox Wealth Advisors, LLC | 93,623 | $2,560,593 | 1.32% |
| Bell Investment Advisors, Inc | 188,341 | $5,151,131 | 1.14% |
| Revisor Wealth Management LLC | 37,539 | $1,026,692 | 0.92% |
| JFS WEALTH ADVISORS, LLC | 344,158 | $9,412,722 | 0.85% |
| DUBUQUE BANK & TRUST CO | 231,292 | $6,325,836 | 0.81% |
| Armbruster Capital Management, Inc. | 114,850 | $3,141,148 | 0.77% |
| BROWN WEALTH MANAGEMENT, LLC | 52,003 | $1,422,282 | 0.74% |
| McNaughton Wealth Management, LLC | 24,819 | $678,800 | 0.43% |