INVESCO EXCH TRADED FD TR II's ticker is RWJ and the CUSIP is 46138G664. A total of 67 filers reported holding INVESCO EXCH TRADED FD TR II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,565,295 | +34.3% | 42,979 | +318.2% | 0.00% | +50.0% |
| Q2 2023 | $1,165,515 | +13.3% | 10,277 | +12.1% | 0.00% | 0.0% |
| Q1 2023 | $1,028,416 | -5.1% | 9,170 | -8.2% | 0.00% | 0.0% |
| Q4 2022 | $1,083,564 | +16.1% | 9,984 | +3.0% | 0.00% | 0.0% |
| Q3 2022 | $933,000 | +12.5% | 9,696 | +19.1% | 0.00% | 0.0% |
| Q2 2022 | $829,000 | -24.5% | 8,138 | -11.1% | 0.00% | 0.0% |
| Q1 2022 | $1,098,000 | +31.0% | 9,152 | +34.5% | 0.00% | +100.0% |
| Q4 2021 | $838,000 | -71.4% | 6,802 | -72.9% | 0.00% | -80.0% |
| Q3 2021 | $2,932,000 | -18.1% | 25,085 | -15.5% | 0.01% | -16.7% |
| Q2 2021 | $3,578,000 | +51.7% | 29,699 | +43.5% | 0.01% | +50.0% |
| Q1 2021 | $2,358,000 | +470.9% | 20,696 | +306.1% | 0.00% | +300.0% |
| Q4 2020 | $413,000 | – | 5,096 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hyperion Partners, LLC | 296,555 | $10,800,543 | 9.32% |
| WFA Asset Management Corp | 320,892 | $11,686,871 | 6.98% |
| Fusion Family Wealth LLC | 1,202,955 | $43,811,606 | 5.42% |
| Consolidated Planning Corp | 263,508 | $9,596,946 | 2.13% |
| Masso Torrence Wealth Management Inc. | 60,690 | $2,210,312 | 1.70% |
| Onyx Bridge Wealth Group LLC | 150,346 | $5,475,604 | 1.28% |
| ICA Group Wealth Management, LLC | 89,308 | $3,252,593 | 0.91% |
| Fermata Advisors, LLC | 88,616 | $3,228,261 | 0.91% |
| USAdvisors Wealth Management, LLC | 49,796 | $1,813 | 0.81% |
| JAMES INVESTMENT RESEARCH INC | 146,930 | $5,351,191 | 0.71% |