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 | $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 | 249,376 | $6,434,000 | 1.37% |
| McNaughton Wealth Management, LLC | 67,678 | $1,746,000 | 1.14% |
| Bradley & Co. Private Wealth Management, LLC | 40,056 | $1,033,000 | 0.89% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 83,829 | $2,163,000 | 0.76% |
| Running Point Capital Advisors, LLC | 41,436 | $1,069,000 | 0.63% |
| Gerber Kawasaki Wealth & Investment Management | 238,238 | $6,146,000 | 0.50% |
| January Capital Advisors LLC | 22,843 | $556,000 | 0.49% |
| FIRST AMERICAN TRUST, FSB | 137,157 | $3,538,000 | 0.49% |
| SELDON CAPITAL LP | 31,352 | $809,000 | 0.48% |
| Regis Management CO LLC | 99,800 | $2,575,000 | 0.46% |