LPL Financial LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 79 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$16,949,053
-20.0%
258,675
-15.4%
0.01%
-20.0%
Q2 2023$21,180,573
+30.5%
305,856
+26.9%
0.02%
+15.4%
Q1 2023$16,224,662
-12.4%
241,100
-13.4%
0.01%
-18.8%
Q4 2022$18,513,255
+51.2%
278,366
+36.8%
0.02%
+33.3%
Q3 2022$12,248,000
-1.6%
203,459
+4.0%
0.01%0.0%
Q2 2022$12,450,000
-10.9%
195,570
-1.5%
0.01%0.0%
Q1 2022$13,979,000
-23.5%
198,644
-20.5%
0.01%
-20.0%
Q4 2021$18,263,000
+52.1%
249,834
+37.5%
0.02%
+36.4%
Q3 2021$12,009,000
+16.8%
181,739
+16.5%
0.01%
+10.0%
Q2 2021$10,285,000
+13.4%
156,023
+5.1%
0.01%0.0%
Q1 2021$9,067,000
+6.3%
148,390
+2.9%
0.01%
-9.1%
Q4 2020$8,530,000
-14.9%
144,176
-20.1%
0.01%
-31.2%
Q3 2020$10,026,000
-7.3%
180,335
-13.9%
0.02%
-15.8%
Q2 2020$10,813,000
+286.2%
209,425
+234.7%
0.02%
+216.7%
Q1 2020$2,800,000
+1.4%
62,567
+26.3%
0.01%
+20.0%
Q4 2019$2,761,000
+3.5%
49,553
+0.7%
0.01%0.0%
Q3 2019$2,667,000
+8.8%
49,207
+6.2%
0.01%0.0%
Q2 2019$2,451,000
-73.8%
46,353
-75.3%
0.01%
-76.2%
Q1 2019$9,363,000
+20.8%
187,472
+6.5%
0.02%0.0%
Q4 2018$7,754,000
+2.5%
176,060
+16.5%
0.02%
+16.7%
Q3 2018$7,565,000
+8.3%
151,151
+0.6%
0.02%0.0%
Q2 2018$6,984,000150,2670.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
Delos Wealth Advisors, LLC 50,341$3,348,0245.16%
G2 CAPITAL MANAGEMENT, LLC / OH 61,898$4,116,6441.51%
Rooted Wealth Advisors, Inc. 25,582$1,7011.43%
Avant Capital LLC 15,890$1,056,7811.30%
Solstein Capital, LLC 22,499$1,496,3391.25%
BerganKDV Wealth Management, LLC 152,920$10,170,2281.10%
PACIFIC SUN FINANCIAL CORP 22,034$1,465,4171.03%
1900 WEALTH MANAGEMENT LLC 106,861$7,106,9690.77%
Connecticut Wealth Management, LLC 133,168$8,856,5780.75%
SFG Wealth Management, LLC. 6,151$409,0840.50%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders