INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $676,738 | +7.6% | 30,104 | +7.9% | 0.51% | +0.4% |
Q2 2023 | $629,055 | +19.3% | 27,896 | +18.9% | 0.50% | +1.6% |
Q1 2023 | $527,201 | +140.7% | 23,452 | +135.2% | 0.50% | +197.0% |
Q2 2022 | $219,000 | +3.8% | 9,969 | +15.9% | 0.17% | +18.4% |
Q4 2021 | $211,000 | 0.0% | 8,600 | 0.0% | 0.14% | +8.5% |
Q3 2021 | $211,000 | – | 8,600 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Financial Group LLC | 489,911 | $10,754,000 | 3.39% |
Straight Path Wealth Management | 149,324 | $3,278,000 | 3.21% |
Ironwood Financial, llc | 401,731 | $8,818,000 | 2.83% |
BANTA ASSET MANAGEMENT LP | 91,950 | $2,018,000 | 2.46% |
Harrison & Co Wealth Management, LLC | 109,682 | $2,408,000 | 2.29% |
WFA of San Diego, LLC | 120,004 | $2,634,000 | 2.26% |
SFE Investment Counsel | 323,729 | $7,106,000 | 2.12% |
RPg Family Wealth Advisory, LLC | 112,630 | $2,472,000 | 1.47% |
S.E.E.D. Planning Group LLC | 147,085 | $3,229,000 | 1.46% |
Oder Investment Management, LLC | 39,973 | $877,000 | 1.08% |