INVESCO EXCH TRD SLF IDX FD's ticker is ISDX and the CUSIP is 46138J726. A total of 20 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $451,517 | -75.4% | 16,810 | -78.7% | 0.00% | -75.0% |
| Q3 2022 | $1,836,000 | -10.3% | 79,004 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $2,047,000 | -20.1% | 77,886 | -8.4% | 0.00% | -20.0% |
| Q1 2022 | $2,561,000 | -0.8% | 85,028 | -0.1% | 0.01% | 0.0% |
| Q4 2021 | $2,581,000 | – | 85,123 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CASTLE WEALTH MANAGEMENT LLC | 117,874 | $2,739,000 | 1.66% |
| PFS INVESTMENTS INC. | 1,267,693 | $29,461,000 | 0.54% |
| KWB Wealth | 109,053 | $2,534,000 | 0.51% |
| Pillar Wealth Advisors, LLC | 10,025 | $233,000 | 0.23% |
| GHP Investment Advisors, Inc. | 124,932 | $2,903,000 | 0.22% |
| Invesco Ltd. | 10,318,850 | $239,810,000 | 0.08% |
| Western Wealth Management, LLC | 32,464 | $752,000 | 0.04% |
| Dynamic Advisor Solutions LLC | 18,516 | $430,000 | 0.03% |
| Integrated Wealth Concepts LLC | 34,828 | $809,000 | 0.03% |
| NWAM LLC | 9,861 | $229,000 | 0.02% |