INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 5 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,863 | -2.3% | 1,278 | 0.0% | 0.07% | -1.3% |
| Q2 2023 | $102,240 | +5.1% | 1,278 | 0.0% | 0.08% | +11.9% |
| Q1 2023 | $97,256 | +2.9% | 1,278 | 0.0% | 0.07% | +8.1% |
| Q4 2022 | $94,495 | +9.9% | 1,278 | 0.0% | 0.06% | +6.9% |
| Q3 2022 | $86,000 | -3.4% | 1,278 | 0.0% | 0.06% | +13.7% |
| Q2 2022 | $89,000 | -13.6% | 1,278 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $103,000 | +1.0% | 1,278 | 0.0% | 0.05% | +4.2% |
| Q4 2021 | $102,000 | +9.7% | 1,278 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $93,000 | -1.1% | 1,278 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $94,000 | +5.6% | 1,278 | 0.0% | 0.05% | -5.6% |
| Q1 2021 | $89,000 | +11.2% | 1,278 | 0.0% | 0.05% | -5.3% |
| Q4 2020 | $80,000 | – | 1,278 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,078,064 | $79,464,000 | 11.90% |
| Legacy Capital Wealth Partners, LLC | 144,790 | $10,672,000 | 5.75% |
| First Heartland Consultants, Inc. | 243,632 | $17,958,000 | 2.72% |
| Wealth Management Partners, LLC | 37,427 | $2,759,000 | 1.92% |
| RVW Wealth, LLC | 208,722 | $15,000,000 | 1.88% |
| Klingman & Associates, LLC | 200,438 | $14,774,000 | 1.42% |
| Kelman-Lazarov, Inc. | 39,861 | $2,938,000 | 1.02% |
| Resonant Capital Advisors, LLC | 44,983 | $3,316,000 | 0.64% |
| Rodgers & Associates, LTD | 30,832 | $2,273,000 | 0.37% |
| Marshall Financial Group LLC | 8,844 | $652,000 | 0.35% |