LODESTAR PRIVATE ASSET MANAGEMENT LLC - INVESCO EXCH TRADED FD TR II ownership

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INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 76 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

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Quarter-by-quarter ownership
LODESTAR PRIVATE ASSET MANAGEMENT LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$1,119,055
+1.9%
47,680
+7.0%
0.19%
+4.3%
Q2 2023$1,098,076
-1.1%
44,565
-0.6%
0.18%
-7.1%
Q1 2023$1,110,377
-0.0%
44,828
-2.6%
0.20%
-7.0%
Q4 2022$1,110,492–46,002–0.21%–
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Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 242,613$5,694,1273.83%
FIRST FOUNDATION ADVISORS 1,171,080$27,485,2471.28%
Gerber Kawasaki Wealth & Investment Management 764,168$17,935,0161.22%
Affinity Capital Advisors, LLC 152,530$3,579,8790.98%
McNaughton Wealth Management, LLC 57,981$1,360,8140.90%
SimpliFi, Inc. 64,991$1,525,3470.75%
Miracle Mile Advisors, LLC 709,902$16,661,4070.51%
Charles Schwab Investment Advisory, Inc. 13,682,286$321,123,2520.51%
FIRST AMERICAN TRUST, FSB 150,961$3,543,0510.50%
Omega Financial Group, LLC 39,162$919,1410.45%
View complete list of INVESCO EXCH TRADED FD TR II shareholders