INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 131 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,880 | +275.1% | 3,213 | +283.9% | 0.00% | – |
| Q2 2023 | $14,630 | -0.2% | 837 | 0.0% | 0.00% | – |
| Q1 2023 | $14,656 | -51.2% | 837 | -52.3% | 0.00% | – |
| Q4 2022 | $30,062 | -36.0% | 1,756 | -38.4% | 0.00% | – |
| Q3 2022 | $47,000 | +213.3% | 2,849 | +221.2% | 0.00% | – |
| Q2 2022 | $15,000 | -6.2% | 887 | 0.0% | 0.00% | – |
| Q1 2022 | $16,000 | -5.9% | 887 | 0.0% | 0.00% | – |
| Q4 2021 | $17,000 | 0.0% | 887 | 0.0% | 0.00% | – |
| Q3 2021 | $17,000 | +30.8% | 887 | +35.4% | 0.00% | – |
| Q1 2021 | $13,000 | 0.0% | 655 | -8.0% | 0.00% | – |
| Q3 2020 | $13,000 | 0.0% | 712 | 0.0% | 0.00% | – |
| Q2 2020 | $13,000 | +8.3% | 712 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | -14.3% | 712 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | 0.0% | 712 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | +7.7% | 712 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | -77.2% | 712 | -76.9% | 0.00% | – |
| Q1 2019 | $57,000 | +5.6% | 3,077 | 0.0% | 0.00% | – |
| Q4 2018 | $54,000 | +5.9% | 3,077 | +11.8% | 0.00% | – |
| Q3 2018 | $51,000 | +6.2% | 2,752 | +5.2% | 0.00% | – |
| Q2 2018 | $48,000 | – | 2,615 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alliance Wealth Management Group | 762,813 | $13,356,848 | 4.54% |
| Towercrest Capital Management | 762,813 | $13,356,848 | 2.78% |
| Colorado Capital Management, Inc. | 177,038 | $3,100 | 2.40% |
| Anfield Capital Management, LLC | 235,033 | $4,115,427 | 1.90% |
| Omega Financial Group, LLC | 165,139 | $2,891,580 | 1.34% |
| Revolve Wealth Partners, LLC | 176,791 | $3,095,613 | 0.79% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 937,084 | $16,408,339 | 0.74% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 63,189 | $1,106,439 | 0.68% |
| FREEDOM WEALTH ALLIANCE, LLC | 25,926 | $453,964 | 0.68% |
| ISLAY CAPITAL MANAGEMENT, LLC | 27,206 | $476,377 | 0.46% |