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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $363,000 | -8.1% | 15,878 | -6.7% | 0.11% | -6.8% |
Q4 2021 | $395,000 | -16.0% | 17,021 | -16.0% | 0.12% | -20.8% |
Q3 2021 | $470,000 | +2.4% | 20,265 | +2.9% | 0.15% | 0.0% |
Q2 2021 | $459,000 | -4.8% | 19,691 | -4.7% | 0.15% | -19.5% |
Q1 2021 | $482,000 | +111.4% | 20,667 | +110.7% | 0.18% | +83.2% |
Q4 2020 | $228,000 | +18.1% | 9,810 | +16.0% | 0.10% | -4.7% |
Q3 2020 | $193,000 | +43.0% | 8,455 | +39.3% | 0.11% | +24.7% |
Q2 2020 | $135,000 | +3.1% | 6,070 | 0.0% | 0.08% | -11.5% |
Q1 2020 | $131,000 | -23.8% | 6,070 | -14.1% | 0.10% | -6.8% |
Q4 2019 | $172,000 | -39.9% | 7,070 | -39.8% | 0.10% | -43.7% |
Q3 2019 | $286,000 | -62.8% | 11,745 | -62.5% | 0.18% | -63.0% |
Q2 2019 | $768,000 | -20.1% | 31,355 | -20.2% | 0.50% | -23.6% |
Q1 2019 | $961,000 | +6.0% | 39,304 | +0.6% | 0.65% | -8.2% |
Q4 2018 | $907,000 | -9.4% | 39,088 | -3.8% | 0.71% | +9.3% |
Q3 2018 | $1,001,000 | -27.8% | 40,631 | -28.3% | 0.65% | -28.5% |
Q2 2018 | $1,387,000 | – | 56,684 | – | 0.90% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |