INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 131 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Joule Financial, LLC | 305,942 | $6,746,000 | 5.27% |
| Oder Investment Management, LLC | 177,059 | $3,904,000 | 4.80% |
| Harrison & Co Wealth Management, LLC | 201,081 | $4,434,000 | 4.21% |
| Mirador Capital Partners LP | 779,406 | $17,186,000 | 4.06% |
| Straight Path Wealth Management | 141,030 | $3,110,000 | 3.05% |
| Blue Barn Wealth, LLC | 164,545 | $3,628,000 | 2.78% |
| COLLECTIVE FAMILY OFFICE LLC | 262,202 | $5,782,000 | 2.50% |
| BCS Wealth Management | 235,339 | $5,189,000 | 2.30% |
| Denver PWM, LLC | 211,923 | $4,677,000 | 2.20% |
| IMA Wealth, Inc. | 373,161 | $8,228,000 | 2.01% |