INVESCO EXCH TRADED FD TR II's ticker is RWJ and the CUSIP is 46138G664. A total of 86 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,512 | -3.7% | 3,364 | +200.1% | 0.00% | – |
| Q2 2023 | $127,165 | -49.5% | 1,121 | -50.0% | 0.00% | – |
| Q1 2023 | $251,728 | +109.8% | 2,244 | +103.1% | 0.00% | – |
| Q4 2022 | $119,957 | -1.7% | 1,105 | -13.2% | 0.00% | – |
| Q3 2022 | $122,000 | +22.0% | 1,273 | +30.0% | 0.00% | – |
| Q2 2022 | $100,000 | -16.7% | 979 | -1.8% | 0.00% | – |
| Q1 2022 | $120,000 | -2.4% | 997 | +0.1% | 0.00% | – |
| Q4 2021 | $123,000 | +28.1% | 996 | +21.9% | 0.00% | – |
| Q3 2021 | $96,000 | +146.2% | 817 | +152.2% | 0.00% | – |
| Q2 2021 | $39,000 | -37.1% | 324 | -40.9% | 0.00% | – |
| Q1 2021 | $62,000 | -19.5% | 548 | -42.6% | 0.00% | – |
| Q4 2020 | $77,000 | +32.8% | 955 | -1.1% | 0.00% | – |
| Q3 2020 | $58,000 | +13.7% | 966 | +3.3% | 0.00% | – |
| Q2 2020 | $51,000 | +292.3% | 935 | +200.6% | 0.00% | – |
| Q1 2020 | $13,000 | -74.5% | 311 | -58.6% | 0.00% | – |
| Q4 2019 | $51,000 | – | 751 | +75000.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hyperion Partners, LLC | 296,555 | $10,800,543 | 9.32% |
| WFA Asset Management Corp | 320,892 | $11,686,871 | 6.98% |
| Fusion Family Wealth LLC | 1,202,955 | $43,811,606 | 5.42% |
| Consolidated Planning Corp | 263,508 | $9,596,946 | 2.13% |
| Masso Torrence Wealth Management Inc. | 60,690 | $2,210,312 | 1.70% |
| Onyx Bridge Wealth Group LLC | 150,346 | $5,475,604 | 1.28% |
| ICA Group Wealth Management, LLC | 89,308 | $3,252,593 | 0.91% |
| Fermata Advisors, LLC | 88,616 | $3,228,261 | 0.91% |
| USAdvisors Wealth Management, LLC | 49,796 | $1,813 | 0.81% |
| JAMES INVESTMENT RESEARCH INC | 146,930 | $5,351,191 | 0.71% |