Fermata Advisors, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is RWJ and the CUSIP is 46138G664. A total of 104 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$3,228,261
+117.2%
88,616
+568.7%
0.91%
+1.2%
Q1 2023$1,486,272
-83.1%
13,252
-83.6%
0.90%
-65.5%
Q4 2022$8,774,679
+140.5%
80,828
+113.3%
2.60%
+119.0%
Q3 2022$3,648,000
+13.4%
37,890
+20.0%
1.19%
+5.8%
Q2 2022$3,218,000
-1.9%
31,573
+15.6%
1.12%
-8.8%
Q1 2022$3,280,000
+4.7%
27,310
+7.4%
1.23%
+7.2%
Q4 2021$3,133,000
+15.0%
25,420
+9.1%
1.15%
-4.7%
Q3 2021$2,724,00023,2961.20%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2021
NameSharesValueWeighting ↓
Hyperion Partners, LLC 296,555$10,800,5439.32%
WFA Asset Management Corp 320,892$11,686,8716.98%
Fusion Family Wealth LLC 1,202,955$43,811,6065.42%
Consolidated Planning Corp 263,508$9,596,9462.13%
Masso Torrence Wealth Management Inc. 60,690$2,210,3121.70%
Onyx Bridge Wealth Group LLC 150,346$5,475,6041.28%
ICA Group Wealth Management, LLC 89,308$3,252,5930.91%
Fermata Advisors, LLC 88,616$3,228,2610.91%
USAdvisors Wealth Management, LLC 49,796$1,8130.81%
JAMES INVESTMENT RESEARCH INC 146,930$5,351,1910.71%
View complete list of INVESCO EXCH TRADED FD TR II shareholders