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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,312,000 | -41.0% | 57,250 | -40.2% | 1.06% | -36.4% |
| Q4 2021 | $2,223,000 | +16.1% | 95,700 | +16.8% | 1.66% | -9.9% |
| Q3 2021 | $1,914,000 | 0.0% | 81,950 | 0.0% | 1.85% | +25.0% |
| Q2 2021 | $1,914,000 | +7.6% | 81,950 | +7.5% | 1.48% | +15.9% |
| Q1 2021 | $1,779,000 | – | 76,200 | – | 1.27% | – |
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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% |