INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 96 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,586 | -50.4% | 11,736 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $535,162 | +78.6% | 23,472 | +80.1% | 0.00% | -20.0% |
| Q1 2023 | $299,621 | +2.1% | 13,036 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $293,506 | +1.2% | 13,036 | -1.6% | 0.01% | 0.0% |
| Q3 2022 | $290,000 | – | 13,242 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 332,416 | $8,126,000 | 2.38% |
| Ironwood Financial, llc | 328,499 | $8,030,000 | 2.27% |
| Harrison & Co Wealth Management, LLC | 98,611 | $2,411,000 | 2.11% |
| Camelot Portfolios, LLC | 165,604 | $4,048,000 | 2.01% |
| BANTA ASSET MANAGEMENT LP | 88,400 | $2,161,000 | 1.74% |
| SFE Investment Counsel | 113,150 | $2,766,000 | 0.70% |
| 4Thought Financial Group Inc. | 26,142 | $639,000 | 0.57% |
| IRON Financial LLC | 43,221 | $1,057,000 | 0.49% |
| Avestar Capital, LLC | 77,780 | $1,901,000 | 0.30% |
| Straight Path Wealth Management | 14,146 | $346,000 | 0.29% |