INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 129 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $414,000 | -7.6% | 18,825 | -7.4% | 0.04% | -2.8% |
| Q2 2022 | $448,000 | -13.3% | 20,331 | -9.9% | 0.04% | +2.9% |
| Q1 2022 | $517,000 | -1.9% | 22,563 | -0.6% | 0.04% | +2.9% |
| Q4 2021 | $527,000 | -4.5% | 22,701 | -4.0% | 0.03% | -20.9% |
| Q2 2021 | $552,000 | +25.5% | 23,635 | +25.5% | 0.04% | +2.4% |
| Q1 2021 | $440,000 | +0.7% | 18,834 | +0.6% | 0.04% | -6.7% |
| Q4 2020 | $437,000 | +6.3% | 18,726 | +1.5% | 0.04% | -27.4% |
| Q2 2020 | $411,000 | +24.5% | 18,447 | +36.6% | 0.06% | +47.6% |
| Q4 2019 | $330,000 | – | 13,501 | – | 0.04% | – |
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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% |