Clearstead Advisors, LLC - INVESCO EXCH TRADED FD TR II ownership

INVESCO EXCH TRADED FD TR II's ticker is KBWB and the CUSIP is 46138E628. A total of 141 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of INVESCO EXCH TRADED FD TR II
ValueSharesWeighting
Q3 2023$16,362
+97.1%
408
+102.0%
0.00%
-100.0%
Q2 2023$8,301
+97.8%
202
+102.0%
0.00%
Q1 2023$4,197
-96.4%
100
-94.6%
0.00%
-100.0%
Q1 2022$118,000
-5.6%
1,8450.0%0.01%
-11.1%
Q4 2021$125,0001,8450.01%
Other shareholders
INVESCO EXCH TRADED FD TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Wharton Business Group, LLC 1,297,437$57,061,0006.72%
Hollow Brook Wealth Management LLC 135,026$5,938,0006.34%
SOL Capital Management CO 290,134$12,760,0004.08%
Accredited Investors Inc. 308,050$13,548,0003.03%
Varma Mutual Pension Insurance Co 1,102,600$48,646,0002.31%
NOTTINGHAM ADVISORS, INC. 235,240$12,777,0001.94%
Psagot Value Holdings Ltd. 839,861$36,937,0001.70%
FRG Family Wealth Advisors LLC 92,365$4,062,0001.33%
Ledyard National Bank 113,049$4,972,0000.66%
Schwab Charitable Fund 11,187$492,0000.58%
View complete list of INVESCO EXCH TRADED FD TR II shareholders