INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 293,934 | $7,193,000 | 3.72% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 311,610 | $7,625,000 | 3.41% |
| SFE Investment Counsel | 224,453 | $5,492,000 | 2.48% |
| Allen Capital Group, LLC | 253,351 | $6,199,000 | 2.05% |
| Pacific Wealth Strategies Group, Inc. | 122,521 | $2,998,000 | 1.94% |
| FCA CORP /TX | 163,253 | $3,995,000 | 1.55% |
| Denver PWM, LLC | 87,972 | $2,160,000 | 1.41% |
| Mirador Capital Partners LP | 72,078 | $1,764,000 | 0.96% |
| IMA Wealth, Inc. | 95,552 | $2,338,000 | 0.91% |
| Camelot Portfolios, LLC | 86,603 | $2,119,000 | 0.88% |