INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $203,000 | -65.2% | 9,236 | -63.2% | 0.01% | -64.7% |
Q4 2021 | $584,000 | -4.4% | 25,120 | -4.4% | 0.02% | -10.5% |
Q3 2021 | $611,000 | -6.7% | 26,270 | -6.2% | 0.02% | -9.5% |
Q2 2021 | $655,000 | +58.2% | 28,020 | +58.1% | 0.02% | +40.0% |
Q1 2021 | $414,000 | – | 17,720 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ADVISORS MANAGEMENT GROUP INC /ADV | 1,478,321 | $34,356,000 | 10.66% |
Oder Investment Management, LLC | 158,203 | $3,676,000 | 5.39% |
Tatro Capital, LLC | 260,975 | $6,065,000 | 4.74% |
COLLECTIVE FAMILY OFFICE LLC | 432,710 | $10,056,000 | 4.32% |
Crescent Capital Consulting, LLC | 886,223 | $20,596,000 | 3.78% |
GILL CAPITAL PARTNERS, LLC | 347,142 | $8,068,000 | 3.66% |
IMA Advisory Services, Inc. | 533,741 | $12,404,000 | 2.93% |
WFA of San Diego, LLC | 170,035 | $3,952,000 | 2.76% |
Mirador Capital Partners LP | 520,440 | $12,095,000 | 2.74% |
Legacy Financial Group LLC | 355,840 | $8,270,000 | 2.47% |