INVESCO EXCH TRADED FD TR II's ticker is DWAS and the CUSIP is 46138E842.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23 | -4.2% | 300 | 0.0% | 0.00% | – |
| Q2 2023 | $24 | +9.1% | 300 | 0.0% | 0.00% | – |
| Q1 2023 | $22 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2022 | $22 | -99.9% | 300 | 0.0% | 0.00% | – |
| Q3 2022 | $21,000 | +5.0% | 300 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -20.0% | 300 | 0.0% | 0.00% | – |
| Q1 2022 | $25,000 | -53.7% | 300 | -50.0% | 0.00% | – |
| Q4 2021 | $54,000 | +107.7% | 600 | +100.0% | 0.00% | – |
| Q3 2021 | $26,000 | -70.8% | 300 | -69.7% | 0.00% | – |
| Q2 2021 | $89,000 | – | 989 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MorganRosel Wealth Management, LLC | 57,797 | $4,915,000 | 3.10% |
| Fortis Advisors, LLC | 55,865 | $2,599,000 | 1.85% |
| Fulcrum Equity Management | 35,781 | $3,043,000 | 1.20% |
| IBEX WEALTH ADVISORS | 54,299 | $4,618,000 | 1.14% |
| Capital Wealth Alliance, LLC | 17,246 | $1,466,000 | 0.98% |
| Strid Group, LLC | 42,145 | $3,584,000 | 0.88% |
| Synergy Asset Management, LLC | 33,668 | $2,863,000 | 0.86% |
| DB Wealth Management Group, LLC | 13,200 | $1,123,000 | 0.77% |
| Hoover Financial Advisors, Inc. | 33,428 | $2,779,000 | 0.52% |
| Collaborative Wealth Managment Inc. | 10,261 | $869,000 | 0.50% |