Vertex Planning Partners, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is PXF and the CUSIP is 46138E743. A total of 163 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Vertex Planning Partners, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$2,921,779
+41.0%
67,121
+45.7%
1.01%
+42.5%
Q2 2023$2,071,667
+13.2%
46,078
+11.0%
0.71%
+2.5%
Q1 2023$1,829,371
-10.1%
41,520
-15.2%
0.69%
-13.1%
Q4 2022$2,034,10748,9670.79%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Wakefield Asset Management LLLP 361,593$14,652,0005.30%
BRR OpCo, LLC 747,508$30,289,0005.19%
Arlington Financial Advisors, LLC 131,555$5,331,0003.03%
Shakespeare Wealth Management, LLC 88,782$3,597,0002.70%
Private Ocean, LLC 205,784$8,338,0002.27%
REGENTATLANTIC CAPITAL LLC 540,151$21,887,0001.52%
Carroll Financial Associates, Inc. 179,692$7,281,0000.68%
TIEDEMANN ADVISORS, LLC 338,316$13,708,0000.65%
Waverly Advisors, LLC 99,145$4,017,0000.62%
ATLAS CAPITAL ADVISORS LLC 40,819$1,653,985,0000.60%
View complete list of INVESCO EXCH TRADED FD TR II shareholders