INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 75 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,428,000 | -38.1% | 65,014 | -37.9% | 0.45% | -34.6% |
| Q2 2022 | $2,308,000 | -40.4% | 104,674 | -38.0% | 0.69% | -29.7% |
| Q1 2022 | $3,870,000 | -27.5% | 168,924 | -26.5% | 0.98% | -28.6% |
| Q4 2021 | $5,336,000 | -27.5% | 229,720 | -27.5% | 1.37% | -33.5% |
| Q3 2021 | $7,364,000 | +0.5% | 316,887 | +1.0% | 2.06% | +2.4% |
| Q2 2021 | $7,325,000 | +7.1% | 313,684 | +7.1% | 2.02% | +1.3% |
| Q1 2021 | $6,839,000 | +3.0% | 292,871 | +3.0% | 1.99% | -5.6% |
| Q4 2020 | $6,637,000 | +6.6% | 284,368 | +4.4% | 2.11% | -15.0% |
| Q3 2020 | $6,224,000 | +2.1% | 272,285 | -0.4% | 2.48% | -8.0% |
| Q2 2020 | $6,097,000 | +9.5% | 273,405 | +6.3% | 2.70% | -11.8% |
| Q1 2020 | $5,568,000 | -6.5% | 257,085 | +5.6% | 3.06% | +25.6% |
| Q4 2019 | $5,953,000 | -2.1% | 243,488 | -2.4% | 2.44% | -5.3% |
| Q3 2019 | $6,079,000 | +2.2% | 249,457 | +2.8% | 2.57% | +0.9% |
| Q2 2019 | $5,949,000 | +8.3% | 242,623 | +8.1% | 2.55% | +2.9% |
| Q1 2019 | $5,492,000 | +68.5% | 224,453 | +59.8% | 2.48% | +48.4% |
| Q4 2018 | $3,260,000 | -17.2% | 140,447 | -12.1% | 1.67% | +10.0% |
| Q3 2018 | $3,937,000 | +13.5% | 159,734 | +12.7% | 1.52% | +5.6% |
| Q2 2018 | $3,468,000 | – | 141,744 | – | 1.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 305,942 | $6,746,000 | 5.27% |
| Oder Investment Management, LLC | 177,059 | $3,904,000 | 4.80% |
| Harrison & Co Wealth Management, LLC | 201,081 | $4,434,000 | 4.21% |
| Mirador Capital Partners LP | 779,406 | $17,186,000 | 4.06% |
| Straight Path Wealth Management | 141,030 | $3,110,000 | 3.05% |
| Blue Barn Wealth, LLC | 164,545 | $3,628,000 | 2.78% |
| COLLECTIVE FAMILY OFFICE LLC | 262,202 | $5,782,000 | 2.50% |
| BCS Wealth Management | 235,339 | $5,189,000 | 2.30% |
| Denver PWM, LLC | 211,923 | $4,677,000 | 2.20% |
| IMA Wealth, Inc. | 373,161 | $8,228,000 | 2.01% |