INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 74 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,543,051 | +97801.4% | 150,961 | +2.8% | 0.50% | +0.4% |
| Q2 2023 | $3,619 | -1.0% | 146,883 | -0.4% | 0.50% | -7.9% |
| Q1 2023 | $3,654 | +8.5% | 147,516 | +5.8% | 0.54% | +3.8% |
| Q4 2022 | $3,367 | -99.9% | 139,482 | -9.3% | 0.52% | -12.7% |
| Q3 2022 | $3,562,000 | +10.6% | 153,737 | +16.0% | 0.60% | +17.3% |
| Q2 2022 | $3,222,000 | -8.9% | 132,497 | -3.4% | 0.51% | +4.5% |
| Q1 2022 | $3,538,000 | -2.5% | 137,157 | +5.4% | 0.49% | -1.6% |
| Q4 2021 | $3,630,000 | +16.5% | 130,083 | +15.8% | 0.50% | +5.3% |
| Q3 2021 | $3,117,000 | +143.5% | 112,328 | +146.7% | 0.47% | +134.3% |
| Q2 2021 | $1,280,000 | – | 45,533 | – | 0.20% | – |
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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% |