INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 137 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. 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 ↓ |
---|---|---|---|
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% |