INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,081,284 | +25.1% | 48,100 | +25.4% | 0.00% | 0.0% |
| Q2 2023 | $864,601 | +43.9% | 38,342 | +43.5% | 0.00% | 0.0% |
| Q1 2023 | $600,639 | +60.4% | 26,719 | +57.8% | 0.00% | – |
| Q4 2022 | $374,477 | -5.9% | 16,937 | -7.6% | 0.00% | – |
| Q3 2022 | $398,000 | +5.9% | 18,322 | +7.0% | 0.00% | – |
| Q2 2022 | $376,000 | -35.4% | 17,130 | -30.0% | 0.00% | – |
| Q1 2022 | $582,000 | +136.6% | 24,480 | +144.4% | 0.00% | – |
| Q4 2021 | $246,000 | +22.4% | 10,015 | +23.1% | 0.00% | – |
| Q2 2021 | $201,000 | -5.6% | 8,134 | -6.1% | 0.00% | – |
| Q1 2021 | $213,000 | +5.4% | 8,659 | +5.1% | 0.00% | – |
| Q4 2020 | $202,000 | -3.8% | 8,240 | -2.8% | 0.00% | – |
| Q4 2019 | $210,000 | – | 8,481 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 498,322 | $10,839,000 | 3.62% |
| Straight Path Wealth Management | 160,127 | $3,483,000 | 3.13% |
| Ironwood Financial, llc | 413,289 | $8,989,000 | 2.98% |
| Denver PWM, LLC | 214,365 | $4,701,000 | 2.62% |
| BANTA ASSET MANAGEMENT LP | 89,850 | $1,954,000 | 2.60% |
| SFE Investment Counsel | 364,252 | $7,922,000 | 2.50% |
| Harrison & Co Wealth Management, LLC | 101,570 | $2,209,000 | 2.34% |
| WFA of San Diego, LLC | 116,946 | $2,544,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 187,305 | $4,074,000 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,668 | $2,554,000 | 1.34% |