INVESCO EXCH TRADED FD TR II's ticker is RWL and the CUSIP is 46138G698. A total of 5 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321 | -18.1% | 4,114 | -16.1% | 0.00% | -50.0% |
| Q2 2023 | $392 | +25.6% | 4,902 | +19.4% | 0.00% | +100.0% |
| Q1 2023 | $312 | -31.7% | 4,106 | -33.6% | 0.00% | -50.0% |
| Q4 2022 | $457 | -99.9% | 6,185 | +3.9% | 0.00% | 0.0% |
| Q3 2022 | $399,000 | -4.5% | 5,951 | -0.6% | 0.00% | -33.3% |
| Q2 2022 | $418,000 | +53.7% | 5,989 | +77.4% | 0.00% | +50.0% |
| Q1 2022 | $272,000 | – | 3,376 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,085,794 | $75,484,000 | 11.68% |
| TOMPKINS FINANCIAL CORP | 487,802 | $33,911,000 | 5.74% |
| DENVER WEALTH MANAGEMENT, INC. | 56,267 | $4,539,000 | 4.78% |
| RVW Wealth, LLC | 200,131 | $14,000,000 | 1.83% |
| Wealth Management Partners, LLC | 27,850 | $1,970,000 | 1.47% |
| Klingman & Associates, LLC | 200,693 | $13,952,000 | 1.44% |
| MONEY CONCEPTS CAPITAL CORP | 253,267 | $17,607,000 | 1.41% |
| First Heartland Consultants, Inc. | 122,849 | $8,540,000 | 1.36% |
| Kelman-Lazarov, Inc. | 50,274 | $3,495,000 | 1.25% |
| Resonant Capital Advisors, LLC | 44,872 | $3,120,000 | 0.64% |