INVESCO EXCH TRADED FD TR II's ticker is PXH and the CUSIP is 46138E727. A total of 141 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $329,626 | -0.7% | 17,684 | -2.2% | 0.20% | -6.2% |
| Q1 2023 | $332,071 | -21.1% | 18,087 | -24.3% | 0.21% | -24.5% |
| Q4 2022 | $421,142 | +10.5% | 23,901 | +1.6% | 0.28% | +2.6% |
| Q3 2022 | $381,000 | -14.6% | 23,528 | -4.3% | 0.27% | -7.8% |
| Q2 2022 | $446,000 | -18.6% | 24,573 | -1.8% | 0.29% | -2.3% |
| Q4 2021 | $548,000 | +5.0% | 25,017 | -0.2% | 0.30% | -0.3% |
| Q1 2021 | $522,000 | – | 25,078 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 340,771 | $7,044,000 | 6.20% |
| Waverly Advisors, LLC | 1,449,457 | $29,960,000 | 4.66% |
| Brinker Capital Investments, LLC | 5,198,049 | $107,444,000 | 3.43% |
| Legacy Private Trust Co. | 894,709 | $18,493,000 | 2.20% |
| Oak Grove Capital LLC | 43,090 | $891,000 | 0.90% |
| PFS INVESTMENTS INC. | 481,281 | $10,189,000 | 0.86% |
| Royal Fund Management, LLC | 96,790 | $2,000,000 | 0.66% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3,281,916 | $67,837,000 | 0.58% |
| Kingsview Wealth Management, LLC | 97,615 | $2,018,000 | 0.48% |
| JFS WEALTH ADVISORS, LLC | 85,898 | $1,776,000 | 0.47% |