INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 66 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,068,000 | +4.6% | 45,954 | +4.6% | 0.01% | -8.3% |
| Q3 2021 | $1,021,000 | +11.2% | 43,937 | +11.7% | 0.01% | +9.1% |
| Q2 2021 | $918,000 | +5.9% | 39,329 | +5.9% | 0.01% | 0.0% |
| Q1 2021 | $867,000 | +1.2% | 37,128 | +1.1% | 0.01% | -15.4% |
| Q4 2020 | $857,000 | +0.8% | 36,714 | -1.3% | 0.01% | -13.3% |
| Q3 2020 | $850,000 | +8.3% | 37,183 | +5.7% | 0.02% | 0.0% |
| Q2 2020 | $785,000 | +5.7% | 35,183 | +2.6% | 0.02% | 0.0% |
| Q1 2020 | $743,000 | -10.8% | 34,295 | +0.7% | 0.02% | +15.4% |
| Q4 2019 | $833,000 | +12.4% | 34,063 | +12.1% | 0.01% | 0.0% |
| Q3 2019 | $741,000 | -3.4% | 30,386 | -2.8% | 0.01% | -7.1% |
| Q2 2019 | $767,000 | -11.2% | 31,272 | -11.4% | 0.01% | -6.7% |
| Q1 2019 | $864,000 | +17.6% | 35,298 | +11.4% | 0.02% | +7.1% |
| Q4 2018 | $735,000 | -10.0% | 31,687 | -4.4% | 0.01% | -6.7% |
| Q3 2018 | $817,000 | +5.4% | 33,159 | +4.7% | 0.02% | 0.0% |
| Q2 2018 | $775,000 | – | 31,658 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |