INVESCO EXCH TRADED FD TR II's ticker is PHB and the CUSIP is 46138E719. A total of 122 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $877,000 | -0.2% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $879,000 | +0.9% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $871,000 | -0.5% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $875,000 | +4.9% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $834,000 | +2.3% | 45,000 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $815,000 | +9.2% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $746,000 | -14.0% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $867,000 | +1.3% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $856,000 | +0.4% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $853,000 | +1.5% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $840,000 | +5.5% | 45,000 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $796,000 | -4.4% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $833,000 | +0.8% | 45,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $826,000 | – | 45,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MOLLER WEALTH PARTNERS | 772,489 | $14,700,000 | 7.11% |
| Braun-Bostich & Associates Inc. | 264,959 | $5,042,000 | 5.86% |
| Alliance Wealth Management Group | 562,656 | $10,707,000 | 5.15% |
| Towercrest Capital Management | 562,656 | $10,707,000 | 2.97% |
| Omega Financial Group, LLC | 183,537 | $3,493,000 | 2.45% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 216,352 | $4,117,000 | 1.30% |
| Asset Planning Services, Ltd. | 126,033 | $2,398,000 | 1.04% |
| McAdam, LLC | 186,963 | $3,558,000 | 0.97% |
| MRA Associates USA LLC | 12,709 | $241,852,000 | 0.95% |
| Kingsview Wealth Management, LLC | 267,754 | $5,095,000 | 0.80% |