INVESCO EXCH TRADED FD TR II's ticker is PCY and the CUSIP is 46138E784. A total of 197 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,894 | +11.5% | 26,759 | +18.9% | 0.44% | +9.2% |
| Q2 2023 | $438,569 | +8.0% | 22,502 | +6.2% | 0.40% | -1.5% |
| Q1 2023 | $406,223 | +24.8% | 21,180 | +21.5% | 0.41% | +14.0% |
| Q4 2022 | $325,422 | +34.5% | 17,430 | +22.2% | 0.36% | +22.2% |
| Q3 2022 | $242,000 | +7.1% | 14,263 | +16.9% | 0.29% | +7.7% |
| Q2 2022 | $226,000 | +8.1% | 12,199 | +31.8% | 0.27% | +23.6% |
| Q1 2022 | $209,000 | -1.9% | 9,257 | +14.4% | 0.22% | +2.3% |
| Q4 2021 | $213,000 | – | 8,091 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 1,507,825 | $41,646,000 | 5.46% |
| Sound Income Strategies, LLC | 1,228,602 | $33,934,000 | 4.90% |
| TL Private Wealth | 266,903 | $7,372,000 | 4.30% |
| Alliance Wealth Management Group | 411,156 | $11,356,000 | 3.77% |
| Towercrest Capital Management | 595,260 | $16,441,000 | 3.18% |
| SigFig Wealth Management, LLC | 2,122,701 | $58,629,000 | 3.10% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 168,441 | $4,652,000 | 2.34% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 167,160 | $4,617,000 | 2.33% |
| Advisory Services & Investments, LLC | 103,985 | $2,872,000 | 2.09% |
| Wealth Advisors of Iowa, LLC | 134,549 | $3,716,000 | 1.94% |