INVESCO EXCH TRADED FD TR II's ticker is IDLV and the CUSIP is 46138E230. A total of 88 filers reported holding INVESCO EXCH TRADED FD TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,865 | -4.6% | 378 | 0.0% | 0.00% | – |
| Q2 2023 | $10,338 | -0.0% | 378 | 0.0% | 0.00% | – |
| Q1 2023 | $10,342 | +2.2% | 378 | 0.0% | 0.00% | – |
| Q4 2022 | $10,123 | +12.5% | 378 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -10.0% | 378 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -16.7% | 378 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 378 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | 0.0% | 378 | 0.0% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 378 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -65.7% | 378 | -70.2% | 0.00% | – |
| Q2 2020 | $35,000 | +66.7% | 1,270 | +58.8% | 0.00% | – |
| Q1 2020 | $21,000 | +50.0% | 800 | +100.0% | 0.00% | – |
| Q4 2019 | $14,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson & White Wealth Management, LLC | 170,399 | $4,660 | 6.39% |
| Burt Wealth Advisors | 703,444 | $19,239,193 | 5.80% |
| Grey Fox Wealth Advisors, LLC | 93,623 | $2,560,593 | 1.32% |
| Bell Investment Advisors, Inc | 188,341 | $5,151,131 | 1.14% |
| Revisor Wealth Management LLC | 37,539 | $1,026,692 | 0.92% |
| JFS WEALTH ADVISORS, LLC | 344,158 | $9,412,722 | 0.85% |
| DUBUQUE BANK & TRUST CO | 231,292 | $6,325,836 | 0.81% |
| Armbruster Capital Management, Inc. | 114,850 | $3,141,148 | 0.77% |
| BROWN WEALTH MANAGEMENT, LLC | 52,003 | $1,422,282 | 0.74% |
| McNaughton Wealth Management, LLC | 24,819 | $678,800 | 0.43% |