INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 69 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284 | -4.7% | 12,109 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $298 | -46.3% | 12,092 | -46.1% | 0.00% | 0.0% |
| Q1 2023 | $555 | +44.2% | 22,440 | +40.5% | 0.00% | 0.0% |
| Q4 2022 | $385 | -99.9% | 15,973 | -14.5% | 0.00% | 0.0% |
| Q3 2022 | $432,000 | -26.7% | 18,672 | -22.9% | 0.00% | -50.0% |
| Q2 2022 | $589,000 | -5.3% | 24,231 | +0.5% | 0.00% | +100.0% |
| Q1 2022 | $622,000 | -19.8% | 24,115 | -13.4% | 0.00% | -50.0% |
| Q4 2021 | $776,000 | -0.6% | 27,836 | -1.2% | 0.00% | 0.0% |
| Q3 2021 | $781,000 | +4.0% | 28,163 | +5.4% | 0.00% | 0.0% |
| Q2 2021 | $751,000 | +87.3% | 26,724 | +84.4% | 0.00% | +100.0% |
| Q1 2021 | $401,000 | +12.0% | 14,496 | +13.3% | 0.00% | 0.0% |
| Q4 2020 | $358,000 | -30.1% | 12,789 | -31.1% | 0.00% | -50.0% |
| Q3 2020 | $512,000 | +14.0% | 18,551 | +12.6% | 0.00% | 0.0% |
| Q2 2020 | $449,000 | – | 16,482 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 477,107 | $13,311,000 | 3.13% |
| McNaughton Wealth Management, LLC | 66,706 | $1,852,000 | 1.20% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 91,482 | $2,552,000 | 0.87% |
| SELDON CAPITAL LP | 45,091 | $1,258,000 | 0.81% |
| Running Point Capital Advisors, LLC | 41,436 | $1,156,000 | 0.69% |
| Gerber Kawasaki Wealth & Investment Management | 245,075 | $6,837,000 | 0.54% |
| FIRST AMERICAN TRUST, FSB | 130,083 | $3,630,000 | 0.50% |
| Regis Management CO LLC | 99,800 | $2,784,000 | 0.46% |
| January Capital Advisors LLC | 19,313 | $539,000 | 0.43% |
| FOCUS Wealth Advisors, LLC | 20,383 | $569,000 | 0.34% |