INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 62 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,644,000 | +3.3% | 117,626 | +3.6% | 0.00% | 0.0% |
| Q2 2023 | $2,560,000 | -16.1% | 113,540 | -16.3% | 0.00% | 0.0% |
| Q1 2023 | $3,051,000 | +4.5% | 135,707 | +2.8% | 0.00% | 0.0% |
| Q4 2022 | $2,919,000 | -2.0% | 132,003 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $2,979,000 | -1.7% | 136,971 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $3,029,000 | +28.5% | 138,008 | +39.2% | 0.00% | 0.0% |
| Q1 2022 | $2,357,000 | +5.8% | 99,150 | +9.3% | 0.00% | 0.0% |
| Q4 2021 | $2,228,000 | +84.7% | 90,708 | +84.9% | 0.00% | – |
| Q3 2021 | $1,206,000 | +5.4% | 49,068 | +6.0% | 0.00% | – |
| Q2 2021 | $1,144,000 | +39.3% | 46,291 | +38.4% | 0.00% | – |
| Q1 2021 | $821,000 | -45.2% | 33,452 | -45.2% | 0.00% | – |
| Q4 2020 | $1,497,000 | +3.2% | 61,072 | -1.1% | 0.00% | -100.0% |
| Q3 2020 | $1,451,000 | +7.2% | 61,769 | +3.9% | 0.00% | 0.0% |
| Q2 2020 | $1,354,000 | +7.7% | 59,431 | +0.7% | 0.00% | 0.0% |
| Q1 2020 | $1,257,000 | -1.7% | 59,031 | +14.4% | 0.00% | – |
| Q4 2019 | $1,279,000 | +6.6% | 51,582 | +5.5% | 0.00% | – |
| Q3 2019 | $1,200,000 | +26.1% | 48,909 | +25.7% | 0.00% | – |
| Q2 2019 | $952,000 | +38.4% | 38,908 | +36.2% | 0.00% | – |
| Q1 2019 | $688,000 | +89.5% | 28,572 | +76.7% | 0.00% | – |
| Q4 2018 | $363,000 | +7160.0% | 16,171 | +8456.1% | 0.00% | – |
| Q3 2018 | $5,000 | – | 189 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 518,447 | $11,462,860 | 3.43% |
| Ironwood Financial, llc | 404,854 | $8,951,319 | 2.79% |
| BANTA ASSET MANAGEMENT LP | 90,975 | $2,011,457 | 2.70% |
| Harrison & Co Wealth Management, LLC | 104,317 | $2,306,456 | 2.23% |
| SFE Investment Counsel | 302,860 | $6,808,293 | 2.12% |
| S.E.E.D. Planning Group LLC | 219,653 | $4,856,528 | 2.10% |
| Vista Private Wealth Partners. LLC | 200,215 | $4,426,749 | 2.10% |
| Oder Investment Management, LLC | 71,500 | $1,580,870 | 1.96% |
| WFA of San Diego, LLC | 115,402 | $2,551,538 | 1.95% |
| RPg Family Wealth Advisory, LLC | 115,806 | $2,560,471 | 1.76% |