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 | $3,649,455 | +26.2% | 213,817 | +28.9% | 0.00% | 0.0% |
| Q2 2023 | $2,892,499 | -1.6% | 165,875 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $2,939,642 | +206.5% | 167,883 | +199.7% | 0.00% | – |
| Q4 2022 | $959,000 | +42.1% | 56,014 | +36.4% | 0.00% | – |
| Q3 2022 | $675,000 | -9.9% | 41,054 | -7.6% | 0.00% | – |
| Q2 2022 | $749,000 | -7.8% | 44,428 | +0.5% | 0.00% | – |
| Q1 2022 | $812,000 | -33.2% | 44,188 | -29.4% | 0.00% | – |
| Q4 2021 | $1,215,000 | +2.5% | 62,546 | +2.2% | 0.00% | – |
| Q3 2021 | $1,185,000 | +49.1% | 61,180 | +50.3% | 0.00% | – |
| Q2 2021 | $795,000 | +5.2% | 40,707 | +4.2% | 0.00% | – |
| Q1 2021 | $756,000 | +27.5% | 39,069 | +28.2% | 0.00% | – |
| Q4 2020 | $593,000 | -28.6% | 30,481 | -32.4% | 0.00% | – |
| Q3 2020 | $831,000 | +5.7% | 45,078 | +3.6% | 0.00% | – |
| Q2 2020 | $786,000 | +16.8% | 43,512 | +7.2% | 0.00% | – |
| Q1 2020 | $673,000 | -56.8% | 40,590 | -49.9% | 0.00% | -100.0% |
| Q4 2019 | $1,558,000 | +5.3% | 80,958 | +4.1% | 0.00% | 0.0% |
| Q3 2019 | $1,480,000 | +3.9% | 77,798 | +3.5% | 0.00% | 0.0% |
| Q2 2019 | $1,424,000 | +31.5% | 75,166 | +29.6% | 0.00% | – |
| Q1 2019 | $1,083,000 | +62.4% | 57,984 | +53.5% | 0.00% | – |
| Q4 2018 | $667,000 | +17.8% | 37,764 | +31.3% | 0.00% | – |
| Q3 2018 | $566,000 | +30.7% | 28,768 | +21.5% | 0.00% | – |
| Q2 2018 | $433,000 | – | 23,670 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRUDENT INVESTORS NETWORK, INC. | 1,350,535 | $26,227,000 | 12.36% |
| Alliance Wealth Management Group | 832,525 | $16,168,000 | 5.01% |
| Colorado Capital Management, Inc. | 227,232 | $4,411,000 | 2.96% |
| Towercrest Capital Management | 832,525 | $16,168,000 | 2.96% |
| Anfield Capital Management, LLC | 219,491 | $4,263,000 | 1.47% |
| RWA WEALTH PARTNERS, LLC | 872,349 | $16,941,000 | 1.14% |
| Financial & Tax Architects, LLC | 122,742 | $2,383,656 | 0.97% |
| Omega Financial Group, LLC | 105,186 | $2,043,000 | 0.91% |
| Asset Planning Services, Ltd. | 91,761 | $1,782,000 | 0.82% |
| FOUNDERS FINANCIAL SECURITIES LLC | 177,058 | $3,438,000 | 0.62% |