UNITED CAPITAL FINANCIAL ADVISORS, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 94 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$202,073
-5.9%
8,989
-5.6%
0.00%0.0%
Q2 2023$214,834
-11.2%
9,527
-11.5%
0.00%0.0%
Q1 2023$241,885
-21.0%
10,760
-22.3%
0.00%
-50.0%
Q4 2022$306,268
-10.2%
13,852
-11.7%
0.00%0.0%
Q3 2022$341,000
-34.9%
15,689
-34.3%
0.00%
-33.3%
Q2 2022$524,000
-7.7%
23,871
-0.1%
0.00%0.0%
Q1 2022$568,000
-22.5%
23,894
-19.9%
0.00%0.0%
Q4 2021$733,000
+35.0%
29,826
+35.1%
0.00%0.0%
Q3 2021$543,000
-12.3%
22,080
-11.8%
0.00%0.0%
Q2 2021$619,000
-7.9%
25,027
-8.6%
0.00%
-25.0%
Q1 2021$672,000
-7.2%
27,376
-7.3%
0.00%0.0%
Q4 2020$724,000
+7.9%
29,536
+3.4%
0.00%0.0%
Q3 2020$671,000
-90.1%
28,571
-90.4%
0.00%
-91.8%
Q2 2020$6,781,000
-29.5%
297,680
-34.0%
0.05%
-38.0%
Q1 2020$9,612,000
-19.7%
451,281
-6.5%
0.08%
+2.6%
Q4 2019$11,973,000
-2.3%
482,785
-3.4%
0.08%
-10.5%
Q3 2019$12,254,000
-0.9%
499,747
-1.1%
0.09%
+6.2%
Q2 2019$12,366,000
+13.0%
505,157
+11.1%
0.08%
+5.2%
Q1 2019$10,945,000454,7330.08%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
American Family Insurance Mutual Holding Co 25,522,000$573,734,56044.63%
Sterling Financial Group, Inc. 567,792$12,763,9688.02%
BANTA ASSET MANAGEMENT LP 188,735$4,242,7635.28%
Legacy Financial Group LLC 590,682$13,278,523,0003.12%
Ironwood Financial, llc 497,589$11,185,8093.00%
Oder Investment Management, LLC 103,369$2,323,7332.52%
Denver PWM, LLC 264,710$5,939,2882.48%
SFE Investment Counsel 302,833$6,807,6861.98%
WFA of San Diego, LLC 69,289$1,557,6171.61%
Horizons Wealth Management 94,164$2,116,8071.54%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders