INVESCO EXCH TRADED FD TR II's ticker is SPHB and the CUSIP is 46138E370. A total of 103 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $72,343 | -6.2% | 1,032 | +2.3% | 0.00% | – |
Q2 2023 | $77,086 | +337.2% | 1,009 | +300.4% | 0.00% | – |
Q1 2023 | $17,630 | +121.0% | 252 | +96.9% | 0.00% | – |
Q4 2022 | $7,979 | +14.0% | 128 | +1.6% | 0.00% | – |
Q3 2022 | $7,000 | 0.0% | 126 | -0.8% | 0.00% | – |
Q2 2022 | $7,000 | -66.7% | 127 | -55.0% | 0.00% | – |
Q1 2022 | $21,000 | -51.2% | 282 | -47.7% | 0.00% | – |
Q4 2021 | $43,000 | +258.3% | 539 | +234.8% | 0.00% | – |
Q3 2021 | $12,000 | +20.0% | 161 | +25.8% | 0.00% | – |
Q2 2021 | $10,000 | +11.1% | 128 | +1.6% | 0.00% | – |
Q1 2021 | $9,000 | -10.0% | 126 | -26.7% | 0.00% | – |
Q4 2020 | $10,000 | +25.0% | 172 | -14.0% | 0.00% | – |
Q3 2020 | $8,000 | -55.6% | 200 | -56.7% | 0.00% | – |
Q2 2020 | $18,000 | -50.0% | 462 | -62.7% | 0.00% | – |
Q1 2020 | $36,000 | -26.5% | 1,240 | +19.2% | 0.00% | – |
Q4 2019 | $49,000 | +14.0% | 1,040 | 0.0% | 0.00% | – |
Q3 2019 | $43,000 | -2.3% | 1,040 | 0.0% | 0.00% | – |
Q2 2019 | $44,000 | – | 1,040 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
D. SCOTT NEAL, INC. | 280,444 | $20,500,000 | 8.67% |
Deane Retirement Strategies, Inc. | 153,609 | $11,229,000 | 6.28% |
AFFINITY WEALTH MANAGEMENT LLC | 374,231 | $27,607,000 | 5.42% |
Clear Perspective Advisors, LLC | 138,278 | $10,108,000 | 3.46% |
SMI Advisory Services, LLC | 95,184 | $6,958,000 | 3.12% |
Delos Wealth Advisors, LLC | 38,093 | $2,785,000 | 3.06% |
Weaver Consulting Group | 64,464 | $4,712,000 | 2.56% |
Bedell Frazier Investment Counselling, LLC | 86,004 | $6,287,000 | 1.73% |
Stewardship Advisors, LLC | 55,675 | $4,070,000 | 1.54% |
G&S Capital LLC | 33,049 | $2,416,000 | 1.33% |