INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 123 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $516,000 | -2.1% | 23,464 | -1.9% | 0.03% | -3.6% |
| Q2 2022 | $527,000 | -8.2% | 23,919 | -4.5% | 0.03% | -3.4% |
| Q1 2022 | $574,000 | -1.4% | 25,056 | -0.0% | 0.03% | 0.0% |
| Q4 2021 | $582,000 | +3.2% | 25,065 | +3.3% | 0.03% | -9.4% |
| Q3 2021 | $564,000 | -4.6% | 24,262 | -4.1% | 0.03% | -11.1% |
| Q2 2021 | $591,000 | +34.6% | 25,298 | +34.7% | 0.04% | +2.9% |
| Q1 2021 | $439,000 | -23.9% | 18,781 | -24.0% | 0.04% | -20.5% |
| Q4 2020 | $577,000 | +7.1% | 24,725 | +4.8% | 0.04% | -4.3% |
| Q3 2020 | $539,000 | +0.9% | 23,588 | -1.5% | 0.05% | -8.0% |
| Q2 2020 | $534,000 | -0.4% | 23,944 | -3.2% | 0.05% | -15.3% |
| Q1 2020 | $536,000 | -16.6% | 24,741 | -6.0% | 0.06% | -16.9% |
| Q4 2019 | $643,000 | +0.8% | 26,319 | +0.5% | 0.07% | -7.8% |
| Q3 2019 | $638,000 | -0.3% | 26,193 | +0.3% | 0.08% | -7.2% |
| Q2 2019 | $640,000 | -15.0% | 26,105 | -15.2% | 0.08% | -24.5% |
| Q1 2019 | $753,000 | +1.5% | 30,769 | -3.7% | 0.11% | -12.7% |
| Q4 2018 | $742,000 | -11.8% | 31,960 | -6.3% | 0.13% | -15.4% |
| Q3 2018 | $841,000 | +1.2% | 34,120 | +0.4% | 0.15% | -4.5% |
| Q2 2018 | $831,000 | – | 33,973 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,456,245 | $33,829,000 | 10.14% |
| Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
| Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
| Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
| IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
| Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
| COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
| GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
| Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
| Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |