WealthPlan Investment Management, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PGX and the CUSIP is 46138E511. A total of 13 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q4 2023$282,546
+4.9%
24,633
+0.1%
0.04%
-6.2%
Q3 2023$269,351
+19.1%
24,598
+23.7%
0.05%
-28.4%
Q2 2023$226,107
-65.9%
19,886
-65.6%
0.07%
-41.2%
Q1 2023$663,894
-27.3%
57,830
-21.1%
0.11%
+78.1%
Q4 2022$912,786
+17.8%
73,316
+12.2%
0.06%
+12.3%
Q3 2022$775,000
-66.2%
65,326
-64.4%
0.06%
-64.2%
Q1 2022$2,290,000183,6420.16%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 535,348$8,202,00013.31%
Tatro Capital, LLC 546,245$8,368,0005.71%
Parkside Advisors LLC 801,154$12,274,0003.91%
Iowa State Bank 889,172$13,623,0003.82%
Reitz Capital Advisors LLC 332,806$5,099,0003.60%
H&H Retirement Design & Management INC 376,708$5,711,0003.50%
HERON FINANCIAL GROUP, LLC 395,994$6,067,0003.46%
PLIMOTH TRUST CO LLC 719,507$11,023,0003.09%
APPLETON GROUP, LLC 240,891$3,690,0002.83%
Crewe Advisors LLC 693,786$10,629,0002.64%
View complete list of INVESCO EXCH TRADED FD TR II shareholders