INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,243,000 | -69.0% | 147,629 | -68.9% | 0.17% | -68.9% |
| Q2 2022 | $10,470,000 | +492.9% | 474,844 | +515.9% | 0.56% | +816.4% |
| Q1 2022 | $1,766,000 | -63.9% | 77,101 | -63.4% | 0.06% | -53.4% |
| Q4 2021 | $4,888,000 | +629.6% | 210,432 | +629.7% | 0.13% | +385.2% |
| Q3 2021 | $670,000 | -64.2% | 28,840 | -64.1% | 0.03% | -71.3% |
| Q2 2021 | $1,874,000 | -67.1% | 80,276 | -67.1% | 0.09% | -75.8% |
| Q4 2020 | $5,690,000 | +1442.0% | 243,780 | +1371.6% | 0.39% | +1241.4% |
| Q2 2020 | $369,000 | -92.9% | 16,566 | -93.1% | 0.03% | -89.9% |
| Q1 2020 | $5,220,000 | – | 241,007 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 2,393 | $53,000 | 16.26% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 521,360 | $11,626,000 | 5.18% |
| Ironwood Financial, llc | 370,558 | $8,263,000 | 4.46% |
| Tri-Star Advisors Inc. | 185,935 | $4,236,000 | 2.78% |
| SFE Investment Counsel | 273,405 | $6,097,000 | 2.70% |
| IMA Advisory Services, Inc. | 290,651 | $6,482,000 | 2.34% |
| Camelot Portfolios, LLC | 154,811 | $3,452,000 | 2.22% |
| Denver PWM, LLC | 152,281 | $3,396,000 | 2.07% |
| Allen Capital Group, LLC | 303,593 | $6,770,000 | 1.79% |
| S.E.E.D. Planning Group LLC | 97,140 | $2,166,000 | 1.69% |