INVESCO EXCH TRADED FD TR II's ticker is KBWY and the CUSIP is 46138E594. A total of 55 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,262,590 | -2.8% | 129,587 | 0.0% | 0.44% | -6.7% |
| Q2 2023 | $2,327,383 | -2.3% | 129,587 | 0.0% | 0.48% | -9.2% |
| Q1 2023 | $2,381,810 | -5.7% | 129,587 | 0.0% | 0.52% | -15.8% |
| Q4 2022 | $2,525,651 | -11.8% | 129,587 | 0.0% | 0.62% | -24.2% |
| Q2 2022 | $2,862,577 | +34.1% | 129,587 | +54.6% | 0.82% | +43.8% |
| Q1 2022 | $2,135,199 | -0.8% | 83,799 | 0.0% | 0.57% | -5.5% |
| Q4 2021 | $2,151,959 | – | 83,799 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 232,750 | $4,415,000 | 1.18% |
| Anfield Capital Management, LLC | 88,892 | $1,686,000 | 0.80% |
| Bullseye Investment Management, LLC | 31,396 | $595,000 | 0.65% |
| Samalin Investment Counsel, LLC | 21,261 | $403,000 | 0.30% |
| Alta Wealth Advisors LLC | 20,978 | $398,000 | 0.28% |
| WEALTHSOURCE PARTNERS, LLC | 94,295 | $1,789,000 | 0.13% |
| Safeguard Investment Advisory Group, LLC | 10,173 | $192,000 | 0.13% |
| Parcion Private Wealth LLC | 24,700 | $469,000 | 0.05% |
| Clear Creek Financial Management, LLC | 11,370 | $216,000 | 0.05% |
| Castleview Partners, LLC | 2,374 | $45,000 | 0.04% |