INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 122 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $613,000 | +0.5% | 26,380 | +1.0% | 0.16% | +1.9% |
| Q2 2021 | $610,000 | -0.5% | 26,128 | -0.5% | 0.16% | -7.6% |
| Q1 2021 | $613,000 | -12.4% | 26,256 | -12.5% | 0.17% | -16.7% |
| Q4 2020 | $700,000 | +11.5% | 29,996 | +9.2% | 0.20% | -2.9% |
| Q3 2020 | $628,000 | +5.2% | 27,464 | +2.6% | 0.21% | -5.4% |
| Q2 2020 | $597,000 | -10.2% | 26,759 | -12.9% | 0.22% | -25.0% |
| Q1 2020 | $665,000 | -40.8% | 30,715 | -33.2% | 0.30% | -16.1% |
| Q4 2019 | $1,123,000 | +1.3% | 45,950 | +1.0% | 0.35% | -3.6% |
| Q3 2019 | $1,109,000 | -7.5% | 45,512 | -7.0% | 0.37% | -5.4% |
| Q2 2019 | $1,199,000 | +3.1% | 48,915 | +2.9% | 0.39% | +0.8% |
| Q1 2019 | $1,163,000 | +47.0% | 47,527 | +39.5% | 0.38% | +37.1% |
| Q4 2018 | $791,000 | -14.2% | 34,080 | -8.9% | 0.28% | -4.8% |
| Q3 2018 | $922,000 | +17.9% | 37,417 | +17.1% | 0.29% | +12.2% |
| Q2 2018 | $782,000 | – | 31,940 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tatro Capital, LLC | 281,679 | $6,453,000 | 4.83% |
| Oder Investment Management, LLC | 176,391 | $4,041,000 | 4.59% |
| IMA Advisory Services, Inc. | 763,524 | $17,492,000 | 4.02% |
| Harrison & Co Wealth Management, LLC | 198,232 | $4,541,000 | 3.98% |
| Mirador Capital Partners LP | 759,536 | $17,401,000 | 3.52% |
| COLLECTIVE FAMILY OFFICE LLC | 379,689 | $8,699,000 | 3.32% |
| Blue Barn Wealth, LLC | 174,727 | $4,003,000 | 2.77% |
| Straight Path Wealth Management | 139,901 | $3,205,000 | 2.72% |
| WFA of San Diego, LLC | 154,360 | $3,536,000 | 2.69% |
| BCS Wealth Management | 240,780 | $5,516,000 | 2.28% |