INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 116 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $972,500 | +27.2% | 43,253 | +27.2% | 0.00% | 0.0% |
| Q2 2023 | $764,462 | +20.2% | 34,006 | +20.0% | 0.00% | 0.0% |
| Q1 2023 | $636,145 | +34.0% | 28,331 | +32.0% | 0.00% | – |
| Q4 2022 | $474,799 | -47.9% | 21,465 | -49.0% | 0.00% | -100.0% |
| Q3 2022 | $911,000 | -0.9% | 42,126 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $919,000 | -39.1% | 42,198 | -33.4% | 0.00% | 0.0% |
| Q1 2022 | $1,509,000 | +305.6% | 63,369 | +325.4% | 0.00% | – |
| Q4 2021 | $372,000 | +14.8% | 14,895 | +15.1% | 0.00% | – |
| Q3 2021 | $324,000 | -0.6% | 12,942 | -0.2% | 0.00% | – |
| Q2 2021 | $326,000 | -3.8% | 12,965 | -4.5% | 0.00% | – |
| Q1 2021 | $339,000 | +3.4% | 13,577 | +3.2% | 0.00% | – |
| Q4 2020 | $328,000 | -3.8% | 13,161 | -6.8% | 0.00% | – |
| Q3 2020 | $341,000 | +7.2% | 14,123 | +4.1% | 0.00% | – |
| Q2 2020 | $318,000 | -16.3% | 13,572 | -20.6% | 0.00% | -100.0% |
| Q1 2020 | $380,000 | -22.3% | 17,102 | -10.8% | 0.00% | 0.0% |
| Q4 2019 | $489,000 | +45.1% | 19,173 | +43.5% | 0.00% | – |
| Q3 2019 | $337,000 | – | 13,360 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oder Investment Management, LLC | 163,091 | $3,607,582 | 4.48% |
| IMA Wealth, Inc. | 536,629 | $11,870,237 | 3.14% |
| Ironwood Financial, llc | 396,490 | $8,770,363 | 2.73% |
| BANTA ASSET MANAGEMENT LP | 89,725 | $1,984,717 | 2.67% |
| Harrison & Co Wealth Management, LLC | 103,256 | $2,284,023 | 2.21% |
| S.E.E.D. Planning Group LLC | 221,104 | $4,890,820 | 2.12% |
| SFE Investment Counsel | 290,902 | $6,536,568 | 2.03% |
| WFA of San Diego, LLC | 119,814 | $2,650,286 | 2.03% |
| Masso Torrence Wealth Management Inc. | 101,113 | $2,236,630 | 1.78% |
| Intrua Financial, LLC | 327,122 | $7,350,430 | 1.70% |