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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,497 | -3.3% | 6,960 | +201.0% | 0.16% | -6.4% |
| Q2 2023 | $262,238 | +1.4% | 2,312 | +0.3% | 0.17% | +5.5% |
| Q1 2023 | $258,553 | +3.8% | 2,305 | +0.4% | 0.16% | -5.2% |
| Q4 2022 | $249,076 | +12.7% | 2,295 | 0.0% | 0.17% | +3.6% |
| Q3 2022 | $221,000 | -5.6% | 2,295 | 0.0% | 0.17% | -1.8% |
| Q2 2022 | $234,000 | -14.9% | 2,295 | 0.0% | 0.17% | -9.1% |
| Q1 2022 | $275,000 | -2.8% | 2,295 | 0.0% | 0.19% | +2.2% |
| Q4 2021 | $283,000 | – | 2,295 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hyperion Partners, LLC | 296,555 | $10,800,543 | 9.32% |
| WFA Asset Management Corp | 320,892 | $11,686,871 | 6.98% |
| Fusion Family Wealth LLC | 1,202,955 | $43,811,606 | 5.42% |
| Consolidated Planning Corp | 263,508 | $9,596,946 | 2.13% |
| Masso Torrence Wealth Management Inc. | 60,690 | $2,210,312 | 1.70% |
| Onyx Bridge Wealth Group LLC | 150,346 | $5,475,604 | 1.28% |
| ICA Group Wealth Management, LLC | 89,308 | $3,252,593 | 0.91% |
| Fermata Advisors, LLC | 88,616 | $3,228,261 | 0.91% |
| USAdvisors Wealth Management, LLC | 49,796 | $1,813 | 0.81% |
| JAMES INVESTMENT RESEARCH INC | 146,930 | $5,351,191 | 0.71% |