INVESCO EXCH TRADED FD TR II's ticker is KBWB and the CUSIP is 46138E628. A total of 145 filers reported holding INVESCO EXCH TRADED FD TR II in Q2 2023. The put-call ratio across all filers is 0.52 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,959 | -0.3% | 74 | 0.0% | 0.00% | +100.0% |
| Q1 2024 | $3,971 | +9.1% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $3,640 | +19.8% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,038 | -2.2% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,106 | -18.7% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,820 | – | 74 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisors Preferred, LLC | 594,356 | $30,622,000 | 7.65% |
| Wharton Business Group, LLC | 1,398,694 | $72,061,000 | 7.22% |
| Miller Investment Management, LP | 347,065 | $17,881,000 | 4.07% |
| SOL Capital Management CO | 269,149 | $13,867,000 | 3.79% |
| Accredited Investors Inc. | 281,568 | $14,506,000 | 2.79% |
| NOTTINGHAM ADVISORS, INC. | 232,496 | $12,192,000 | 1.61% |
| Hollow Brook Wealth Management LLC | 33,730 | $1,738,000 | 1.17% |
| FRG Family Wealth Advisors LLC | 77,594 | $3,998,000 | 1.03% |
| Ledyard National Bank | 93,823 | $4,833,000 | 0.64% |
| Donor Advised Charitable Giving, Inc. | 11,187 | $576,000 | 0.45% |