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 4 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Hyperion Partners, LLC 92,441$10,367,2789.31%
Fusion Family Wealth LLC 386,306$43,324,2235.57%
WFA Asset Management Corp 61,601$6,908,5224.24%
Onyx Bridge Wealth Group LLC 85,097$9,543,6463.81%
Masso Torrence Wealth Management Inc. 23,970$2,688,2352.13%
Fulcrum Equity Management 31,328$3,513,3901.65%
NEIRG Wealth Management, LLC 77,538$8,695,9351.51%
OneAscent Financial Services LLC 26,252$2,9441.20%
Consolidated Planning Corp 39,200$4,396,3021.14%
Fermata Advisors, LLC 13,252$1,486,2720.90%
View complete list of INVESCO EXCH TRADED FD TR II shareholders