INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 68 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,816,951 | +2.8% | 375,669 | +7.9% | 0.00% | 0.0% |
| Q2 2023 | $8,579,648 | -50.6% | 348,200 | -50.3% | 0.00% | 0.0% |
| Q1 2023 | $17,363,424 | +98.6% | 700,986 | +93.5% | 0.00% | 0.0% |
| Q4 2022 | $8,743,942 | +33.1% | 362,218 | +27.7% | 0.00% | 0.0% |
| Q3 2022 | $6,571,000 | -22.9% | 283,604 | -19.1% | 0.00% | 0.0% |
| Q2 2022 | $8,524,000 | -46.1% | 350,478 | -42.8% | 0.00% | 0.0% |
| Q1 2022 | $15,809,000 | +269.7% | 612,734 | +299.8% | 0.00% | – |
| Q4 2021 | $4,276,000 | +2.1% | 153,251 | +1.6% | 0.00% | – |
| Q3 2021 | $4,187,000 | -2.8% | 150,868 | -1.6% | 0.00% | – |
| Q2 2021 | $4,308,000 | +6.2% | 153,263 | +4.6% | 0.00% | – |
| Q1 2021 | $4,055,000 | -3.8% | 146,534 | -2.7% | 0.00% | – |
| Q4 2020 | $4,217,000 | -7.8% | 150,613 | -9.1% | 0.00% | – |
| Q3 2020 | $4,573,000 | +12.2% | 165,615 | +10.9% | 0.00% | – |
| Q2 2020 | $4,075,000 | +113.4% | 149,309 | +110.9% | 0.00% | – |
| Q1 2020 | $1,910,000 | +193.4% | 70,808 | +197.2% | 0.00% | – |
| Q4 2019 | $651,000 | +3.2% | 23,827 | +3.3% | 0.00% | – |
| Q3 2019 | $631,000 | +30.6% | 23,067 | +28.3% | 0.00% | – |
| Q2 2019 | $483,000 | +4.5% | 17,979 | +2.7% | 0.00% | – |
| Q1 2019 | $462,000 | – | 17,510 | +1750900.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyd Wealth Management, LLC | 242,613 | $5,694,127 | 3.83% |
| FIRST FOUNDATION ADVISORS | 1,171,080 | $27,485,247 | 1.28% |
| Gerber Kawasaki Wealth & Investment Management | 764,168 | $17,935,016 | 1.22% |
| Affinity Capital Advisors, LLC | 152,530 | $3,579,879 | 0.98% |
| McNaughton Wealth Management, LLC | 57,981 | $1,360,814 | 0.90% |
| SimpliFi, Inc. | 64,991 | $1,525,347 | 0.75% |
| Miracle Mile Advisors, LLC | 709,902 | $16,661,407 | 0.51% |
| Charles Schwab Investment Advisory, Inc. | 13,682,286 | $321,123,252 | 0.51% |
| FIRST AMERICAN TRUST, FSB | 150,961 | $3,543,051 | 0.50% |
| Omega Financial Group, LLC | 39,162 | $919,141 | 0.45% |