INVESCO EXCH TRD SLF IDX FD's ticker is and the CUSIP is 46138J411. A total of 19 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,000 | +3.4% | 6,071 | +10.1% | 0.00% | – |
| Q2 2023 | $117,000 | -36.8% | 5,516 | -36.0% | 0.00% | – |
| Q1 2023 | $185,000 | +19.4% | 8,623 | +15.8% | 0.00% | – |
| Q4 2022 | $155,000 | +5.4% | 7,445 | 0.0% | 0.00% | – |
| Q3 2022 | $147,000 | -5.2% | 7,445 | 0.0% | 0.00% | – |
| Q2 2022 | $155,000 | +187.0% | 7,445 | +209.3% | 0.00% | – |
| Q1 2022 | $54,000 | -10.0% | 2,407 | 0.0% | 0.00% | – |
| Q4 2021 | $60,000 | – | 2,407 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 158,407 | $3,169,589 | 3.14% |
| Key FInancial Inc | 74,700 | $1,494,680 | 0.50% |
| Sterling Financial Group, Inc. | 30,672 | $613,719 | 0.38% |
| CGN Advisors LLC | 98,853 | $1,977,960 | 0.27% |
| Gradient Capital Advisors, LLC | 19,704 | $394,259 | 0.16% |
| Addison Advisors LLC | 16,895 | $338,054 | 0.16% |
| Venture Visionary Partners LLC | 58,097 | $1,162,469 | 0.07% |
| Asset Dedication, LLC | 4,251 | $85 | 0.01% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 14,617 | $292,473 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 28,259 | $565,437 | 0.00% |