INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,311 | -12.3% | 16,559 | -12.3% | 0.01% | 0.0% |
| Q2 2023 | $424,512 | -4.9% | 18,884 | -5.0% | 0.01% | -16.7% |
| Q1 2023 | $446,477 | +1.5% | 19,884 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $439,834 | +0.2% | 19,884 | -2.0% | 0.01% | -7.7% |
| Q3 2022 | $439,000 | +0.2% | 20,284 | +1.0% | 0.01% | -27.8% |
| Q2 2022 | $438,000 | -1.8% | 20,075 | +7.4% | 0.02% | +20.0% |
| Q1 2022 | $446,000 | -4.5% | 18,690 | 0.0% | 0.02% | +15.4% |
| Q4 2021 | $467,000 | -1.1% | 18,690 | -0.8% | 0.01% | -13.3% |
| Q3 2021 | $472,000 | +4.7% | 18,840 | +5.2% | 0.02% | 0.0% |
| Q2 2021 | $451,000 | +91.9% | 17,915 | +91.1% | 0.02% | +87.5% |
| Q1 2021 | $235,000 | – | 9,375 | – | 0.01% | – |
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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% |