INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. 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% | – |
Download |
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% |