INVESCO EXCH TRADED FD TR II's ticker is PXH and the CUSIP is 46138E727. A total of 146 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,609 | -2.6% | 27,980 | +1.9% | 0.33% | +3.7% |
| Q2 2023 | $511,961 | +2.9% | 27,466 | +1.3% | 0.32% | -3.9% |
| Q1 2023 | $497,568 | +4.9% | 27,101 | +0.7% | 0.34% | +1.8% |
| Q4 2022 | $474,356 | -2.4% | 26,921 | +0.6% | 0.33% | -18.2% |
| Q2 2022 | $486,000 | -13.4% | 26,770 | -0.7% | 0.40% | -5.2% |
| Q1 2022 | $561,000 | -3.1% | 26,955 | +1.9% | 0.42% | +6.0% |
| Q4 2021 | $579,000 | +31.0% | 26,443 | -3.1% | 0.40% | +15.9% |
| Q3 2021 | $442,000 | – | 27,295 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVANTAX ADVISORY SERVICES, INC. | 3,836,231 | $82,134,000 | 4.37% |
| Brinker Capital Investments, LLC | 6,242,046 | $133,642,000 | 4.27% |
| Waverly Advisors, LLC | 1,267,312 | $27,133,000 | 4.20% |
| Foresight Wealth Management, LLC | 186,969 | $4,003,000 | 3.48% |
| Freestone Capital Holdings, LLC | 1,796,148 | $38,456,000 | 2.28% |
| Kore Private Wealth LLC | 328,107 | $7,025,000 | 1.58% |
| TPG Financial Advisors, LLC | 73,551 | $1,603,000 | 1.55% |
| Merriman Wealth Management, LLC | 298,684 | $6,395,000 | 1.21% |
| MorganRosel Wealth Management, LLC | 45,702 | $978,000 | 0.83% |
| Legacy Private Trust Co. | 324,185 | $6,941,000 | 0.82% |