INVESCO EXCH TRD SLF IDX FD's ticker is BSJR and the CUSIP is 46138J585. A total of 32 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $664,436 | +5.5% | 30,086 | +6.3% | 0.02% | +5.3% |
| Q1 2024 | $629,720 | +0.7% | 28,302 | +1.2% | 0.02% | -9.5% |
| Q4 2023 | $625,393 | +5.3% | 27,958 | +0.8% | 0.02% | -8.7% |
| Q3 2023 | $593,753 | +0.9% | 27,739 | +2.0% | 0.02% | -4.2% |
| Q2 2023 | $588,587 | -0.6% | 27,199 | +0.3% | 0.02% | -7.7% |
| Q1 2023 | $591,934 | +34.7% | 27,107 | +31.8% | 0.03% | +23.8% |
| Q4 2022 | $439,492 | +16.0% | 20,561 | +11.2% | 0.02% | +5.0% |
| Q3 2022 | $379,000 | -8.9% | 18,491 | -6.0% | 0.02% | -9.1% |
| Q2 2022 | $416,000 | -9.0% | 19,676 | +3.4% | 0.02% | -4.3% |
| Q1 2022 | $457,000 | +28.4% | 19,026 | +35.8% | 0.02% | +27.8% |
| Q4 2021 | $356,000 | – | 14,008 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 194,160 | $4,287,868 | 1.82% |
| IMA Advisory Services, Inc. | 186,222 | $4,112,564 | 1.82% |
| SFE Investment Counsel | 306,798 | $6,775,388 | 1.50% |
| ROVIN CAPITAL /UT/ /ADV | 146,611 | $3,238 | 1.35% |
| Oder Investment Management, LLC | 65,474 | $1,445,934 | 1.31% |
| Ironwood Financial, llc | 229,542 | $5,069,261 | 1.14% |
| S.E.E.D. Planning Group LLC | 85,949 | $1,898,115 | 0.69% |
| Sound Stewardship, LLC | 46,518 | $1,027,316 | 0.62% |
| Paradiem, LLC | 107,532 | $2,374,758 | 0.60% |
| ASHTON THOMAS SECURITIES, LLC | 91,502 | $2,031,802 | 0.49% |