INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 147 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,683 | +11.6% | 5,412 | +12.7% | 0.02% | -57.1% |
| Q2 2023 | $379,778 | +4.0% | 4,801 | 0.0% | 0.05% | +172.2% |
| Q1 2023 | $365,328 | +2.9% | 4,801 | 0.0% | 0.02% | +12.5% |
| Q4 2022 | $354,958 | +10.2% | 4,801 | 0.0% | 0.02% | -15.8% |
| Q3 2022 | $322,000 | -3.9% | 4,801 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $335,000 | -13.4% | 4,801 | 0.0% | 0.02% | +35.7% |
| Q1 2022 | $387,000 | -6.3% | 4,801 | -7.1% | 0.01% | -6.7% |
| Q4 2021 | $413,000 | – | 5,167 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,085,794 | $75,484,000 | 11.68% |
| TOMPKINS FINANCIAL CORP | 487,802 | $33,911,000 | 5.74% |
| DENVER WEALTH MANAGEMENT, INC. | 56,267 | $4,539,000 | 4.78% |
| RVW Wealth, LLC | 200,131 | $14,000,000 | 1.83% |
| Wealth Management Partners, LLC | 27,850 | $1,970,000 | 1.47% |
| Klingman & Associates, LLC | 200,693 | $13,952,000 | 1.44% |
| MONEY CONCEPTS CAPITAL CORP | 253,267 | $17,607,000 | 1.41% |
| First Heartland Consultants, Inc. | 122,849 | $8,540,000 | 1.36% |
| Kelman-Lazarov, Inc. | 50,274 | $3,495,000 | 1.25% |
| Resonant Capital Advisors, LLC | 44,872 | $3,120,000 | 0.64% |