INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 169 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,707 | -90.8% | 265 | -91.3% | 0.01% | -92.9% |
| Q4 2022 | $224,778 | +10.2% | 3,040 | 0.0% | 0.18% | -31.2% |
| Q3 2022 | $204,000 | -3.8% | 3,040 | 0.0% | 0.27% | -4.3% |
| Q2 2022 | $212,000 | -13.5% | 3,040 | 0.0% | 0.28% | -0.7% |
| Q1 2022 | $245,000 | +0.8% | 3,040 | 0.0% | 0.28% | +1.8% |
| Q4 2021 | $243,000 | – | 3,040 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,004,723 | $62,574,000 | 11.06% |
| TOMPKINS FINANCIAL CORP | 470,875 | $29,321,000 | 5.27% |
| RVW Wealth, LLC | 190,206 | $12,000,000 | 1.76% |
| Wealth Management Partners, LLC | 30,578 | $1,972,000 | 1.54% |
| Klingman & Associates, LLC | 175,943 | $10,958,000 | 1.26% |
| Kelman-Lazarov, Inc. | 51,503 | $3,208,000 | 1.23% |
| Resonant Capital Advisors, LLC | 44,872 | $2,795,000 | 0.66% |
| MONEY CONCEPTS CAPITAL CORP | 113,738 | $7,084,000 | 0.65% |
| Rodgers & Associates, LTD | 37,065 | $2,308,000 | 0.42% |
| Smart Portfolios, LLC | 6,714 | $418,000 | 0.39% |