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 | $9,389 | -1.7% | 550 | +0.7% | 0.00% | – |
| Q2 2023 | $9,552 | -52.3% | 546 | -52.3% | 0.00% | – |
| Q1 2023 | $20,026 | -14.5% | 1,144 | -16.4% | 0.00% | – |
| Q4 2022 | $23,427 | +6.5% | 1,368 | +0.3% | 0.00% | – |
| Q3 2022 | $22,000 | -4.3% | 1,364 | +0.3% | 0.00% | – |
| Q2 2022 | $23,000 | -8.0% | 1,360 | +0.3% | 0.00% | – |
| Q1 2022 | $25,000 | -3.8% | 1,356 | +0.3% | 0.00% | – |
| Q4 2021 | $26,000 | 0.0% | 1,352 | +0.2% | 0.00% | – |
| Q3 2021 | $26,000 | +13.0% | 1,349 | +18.5% | 0.00% | – |
| Q2 2021 | $23,000 | +9.5% | 1,138 | +2.5% | 0.00% | – |
| Q1 2021 | $21,000 | -32.3% | 1,110 | -30.8% | 0.00% | – |
| Q4 2020 | $31,000 | +3.3% | 1,603 | +0.1% | 0.00% | – |
| Q3 2020 | $30,000 | +3.4% | 1,601 | +0.1% | 0.00% | – |
| Q2 2020 | $29,000 | +11.5% | 1,599 | +0.1% | 0.00% | – |
| Q1 2020 | $26,000 | -16.1% | 1,597 | +0.1% | 0.00% | – |
| Q4 2019 | $31,000 | +3.3% | 1,595 | +0.1% | 0.00% | – |
| Q3 2019 | $30,000 | 0.0% | 1,593 | +0.1% | 0.00% | – |
| Q2 2019 | $30,000 | -28.6% | 1,591 | -28.7% | 0.00% | – |
| Q1 2019 | $42,000 | +2.4% | 2,232 | -4.8% | 0.00% | – |
| Q4 2018 | $41,000 | -62.4% | 2,345 | -60.1% | 0.00% | – |
| Q3 2018 | $109,000 | -1.8% | 5,873 | -3.5% | 0.00% | – |
| Q2 2018 | $111,000 | – | 6,086 | – | 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% |