INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 147 filers reported holding INVESCO EXCH TRADED FD TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,683,963 | -0.5% | 21,551 | +1.9% | 0.03% | +3.0% |
| Q2 2023 | $1,692,463 | +17.2% | 21,156 | +11.5% | 0.03% | +10.0% |
| Q1 2023 | $1,444,449 | +41.1% | 18,981 | +37.1% | 0.03% | +30.4% |
| Q4 2022 | $1,023,424 | -14.6% | 13,841 | -22.5% | 0.02% | -23.3% |
| Q3 2022 | $1,198,000 | -4.8% | 17,857 | -0.9% | 0.03% | +3.4% |
| Q2 2022 | $1,259,000 | -23.4% | 18,016 | -11.5% | 0.03% | -14.7% |
| Q1 2022 | $1,643,000 | +23.8% | 20,361 | +22.7% | 0.03% | +25.9% |
| Q4 2021 | $1,327,000 | +29.5% | 16,597 | +17.8% | 0.03% | +17.4% |
| Q3 2021 | $1,025,000 | +38.3% | 14,092 | +40.3% | 0.02% | +43.8% |
| Q2 2021 | $741,000 | +20.3% | 10,043 | +13.2% | 0.02% | +6.7% |
| Q1 2021 | $616,000 | +15.8% | 8,873 | +3.9% | 0.02% | +7.1% |
| Q4 2020 | $532,000 | +30.1% | 8,539 | +12.5% | 0.01% | +16.7% |
| Q3 2020 | $409,000 | +5.4% | 7,592 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $388,000 | +16.9% | 7,580 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $332,000 | -49.5% | 7,568 | -32.9% | 0.01% | -42.9% |
| Q4 2019 | $657,000 | +7.4% | 11,271 | -0.6% | 0.02% | -8.7% |
| Q3 2019 | $612,000 | 0.0% | 11,342 | -1.1% | 0.02% | -4.2% |
| Q2 2019 | $612,000 | – | 11,468 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,004,723 | $62,574,000 | 11.06% |
| TOMPKINS FINANCIAL CORP | 470,875 | $29,321,000 | 5.27% |
| RVW Wealth, LLC | 190,206 | $12,000,000 | 1.76% |
| Wealth Management Partners, LLC | 30,578 | $1,972,000 | 1.54% |
| Klingman & Associates, LLC | 175,943 | $10,958,000 | 1.26% |
| Kelman-Lazarov, Inc. | 51,503 | $3,208,000 | 1.23% |
| Resonant Capital Advisors, LLC | 44,872 | $2,795,000 | 0.66% |
| MONEY CONCEPTS CAPITAL CORP | 113,738 | $7,084,000 | 0.65% |
| Rodgers & Associates, LTD | 37,065 | $2,308,000 | 0.42% |
| Smart Portfolios, LLC | 6,714 | $418,000 | 0.39% |