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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,448 | -4.7% | 7,305 | 0.0% | 0.00% | – |
| Q2 2023 | $179,995 | -0.5% | 7,305 | 0.0% | 0.00% | – |
| Q1 2023 | $180,945 | +2.6% | 7,305 | 0.0% | 0.00% | – |
| Q4 2022 | $176,343 | +112.5% | 7,305 | +148.1% | 0.00% | – |
| Q2 2021 | $83,000 | -23.9% | 2,944 | -25.4% | 0.00% | – |
| Q1 2021 | $109,000 | -0.9% | 3,944 | 0.0% | 0.00% | – |
| Q4 2020 | $110,000 | +161.9% | 3,944 | +159.6% | 0.00% | – |
| Q3 2020 | $42,000 | -22.2% | 1,519 | -23.2% | 0.00% | – |
| Q2 2020 | $54,000 | +1.9% | 1,978 | 0.0% | 0.00% | – |
| Q1 2020 | $53,000 | – | 1,978 | – | 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% |