INVESCO EXCH TRADED FD TR II's ticker is PWZ and the CUSIP is 46138E206. A total of 70 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,470 | -4.7% | 1,000 | 0.0% | 0.00% | – |
| Q2 2023 | $24,640 | -0.5% | 1,000 | 0.0% | 0.00% | – |
| Q1 2023 | $24,770 | +2.6% | 1,000 | 0.0% | 0.00% | – |
| Q4 2022 | $24,140 | -47.5% | 1,000 | -50.0% | 0.00% | – |
| Q3 2022 | $46,000 | -6.1% | 2,000 | 0.0% | 0.00% | – |
| Q2 2022 | $49,000 | -5.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2022 | $52,000 | -7.1% | 2,000 | 0.0% | 0.00% | – |
| Q4 2021 | $56,000 | -12.5% | 2,000 | -13.0% | 0.00% | – |
| Q3 2021 | $64,000 | -62.6% | 2,300 | -62.3% | 0.00% | – |
| Q2 2021 | $171,000 | -1.7% | 6,100 | -3.2% | 0.00% | – |
| Q1 2021 | $174,000 | -14.7% | 6,300 | -13.7% | 0.00% | – |
| Q4 2020 | $204,000 | +3.6% | 7,300 | +2.2% | 0.00% | – |
| Q3 2020 | $197,000 | +1.0% | 7,140 | 0.0% | 0.00% | – |
| Q2 2020 | $195,000 | +15.4% | 7,140 | +14.1% | 0.00% | – |
| Q1 2020 | $169,000 | +0.6% | 6,260 | +1.6% | 0.00% | – |
| Q4 2019 | $168,000 | 0.0% | 6,160 | 0.0% | 0.00% | – |
| Q3 2019 | $168,000 | +12.0% | 6,160 | +10.0% | 0.00% | – |
| Q2 2019 | $150,000 | -27.9% | 5,600 | -29.1% | 0.00% | – |
| Q1 2019 | $208,000 | +23.8% | 7,902 | +21.6% | 0.00% | – |
| Q4 2018 | $168,000 | -26.0% | 6,499 | -27.0% | 0.00% | – |
| Q3 2018 | $227,000 | -9.6% | 8,903 | -8.2% | 0.00% | – |
| Q2 2018 | $251,000 | – | 9,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 477,107 | $13,311,000 | 3.13% |
| McNaughton Wealth Management, LLC | 66,706 | $1,852,000 | 1.20% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 91,482 | $2,552,000 | 0.87% |
| SELDON CAPITAL LP | 45,091 | $1,258,000 | 0.81% |
| Running Point Capital Advisors, LLC | 41,436 | $1,156,000 | 0.69% |
| Gerber Kawasaki Wealth & Investment Management | 245,075 | $6,837,000 | 0.54% |
| FIRST AMERICAN TRUST, FSB | 130,083 | $3,630,000 | 0.50% |
| Regis Management CO LLC | 99,800 | $2,784,000 | 0.46% |
| January Capital Advisors LLC | 19,313 | $539,000 | 0.43% |
| FOCUS Wealth Advisors, LLC | 20,383 | $569,000 | 0.34% |