INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 134 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,212,021 | +23.1% | 187,335 | +23.0% | 5.24% | +31.4% |
| Q2 2023 | $3,422,580 | +68.9% | 152,250 | +69.1% | 3.99% | +69.5% |
| Q1 2023 | $2,026,895 | +2.1% | 90,025 | +0.3% | 2.35% | -11.7% |
| Q4 2022 | $1,984,717 | +2.1% | 89,725 | -0.1% | 2.67% | +2.9% |
| Q3 2022 | $1,943,000 | -3.0% | 89,850 | -2.3% | 2.59% | +5.9% |
| Q2 2022 | $2,004,000 | -4.8% | 91,950 | +4.0% | 2.44% | +43.9% |
| Q1 2022 | $2,106,000 | -13.2% | 88,400 | -9.0% | 1.70% | -6.4% |
| Q4 2021 | $2,426,000 | +15.6% | 97,100 | +16.5% | 1.82% | -10.3% |
| Q3 2021 | $2,098,000 | 0.0% | 83,350 | 0.0% | 2.02% | +25.0% |
| Q2 2021 | $2,098,000 | +8.3% | 83,350 | +7.4% | 1.62% | +16.6% |
| Q1 2021 | $1,938,000 | – | 77,600 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oder Investment Management, LLC | 163,091 | $3,607,582 | 4.48% |
| IMA Wealth, Inc. | 536,629 | $11,870,237 | 3.14% |
| Ironwood Financial, llc | 396,490 | $8,770,363 | 2.73% |
| BANTA ASSET MANAGEMENT LP | 89,725 | $1,984,717 | 2.67% |
| Harrison & Co Wealth Management, LLC | 103,256 | $2,284,023 | 2.21% |
| S.E.E.D. Planning Group LLC | 221,104 | $4,890,820 | 2.12% |
| SFE Investment Counsel | 290,902 | $6,536,568 | 2.03% |
| WFA of San Diego, LLC | 119,814 | $2,650,286 | 2.03% |
| Masso Torrence Wealth Management Inc. | 101,113 | $2,236,630 | 1.78% |
| Intrua Financial, LLC | 327,122 | $7,350,430 | 1.70% |