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 2023 | $75,843 | +8.3% | 4,440 | +10.8% | 0.00% | – |
| Q2 2023 | $70,060 | -0.2% | 4,008 | 0.0% | 0.00% | – |
| Q1 2023 | $70,180 | +2.3% | 4,008 | 0.0% | 0.00% | – |
| Q4 2022 | $68,617 | +4.0% | 4,008 | 0.0% | 0.00% | – |
| Q3 2022 | $66,000 | -2.9% | 4,008 | 0.0% | 0.00% | – |
| Q2 2022 | $68,000 | -34.6% | 4,008 | -28.9% | 0.00% | – |
| Q1 2022 | $104,000 | -4.6% | 5,637 | 0.0% | 0.00% | – |
| Q4 2021 | $109,000 | -5.2% | 5,637 | -4.6% | 0.00% | – |
| Q3 2021 | $115,000 | 0.0% | 5,907 | 0.0% | 0.00% | – |
| Q2 2021 | $115,000 | +0.9% | 5,907 | 0.0% | 0.00% | – |
| Q1 2021 | $114,000 | +37.3% | 5,907 | +38.1% | 0.00% | – |
| Q4 2020 | $83,000 | +5.1% | 4,278 | 0.0% | 0.00% | – |
| Q3 2020 | $79,000 | +2.6% | 4,278 | 0.0% | 0.00% | – |
| Q2 2020 | $77,000 | +8.5% | 4,278 | 0.0% | 0.00% | – |
| Q1 2020 | $71,000 | – | 4,278 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alliance Wealth Management Group | 762,813 | $13,356,848 | 4.54% |
| Towercrest Capital Management | 762,813 | $13,356,848 | 2.78% |
| Colorado Capital Management, Inc. | 177,038 | $3,100 | 2.40% |
| Anfield Capital Management, LLC | 235,033 | $4,115,427 | 1.90% |
| Omega Financial Group, LLC | 165,139 | $2,891,580 | 1.34% |
| Revolve Wealth Partners, LLC | 176,791 | $3,095,613 | 0.79% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 937,084 | $16,408,339 | 0.74% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 63,189 | $1,106,439 | 0.68% |
| FREEDOM WEALTH ALLIANCE, LLC | 25,926 | $453,964 | 0.68% |
| ISLAY CAPITAL MANAGEMENT, LLC | 27,206 | $476,377 | 0.46% |