INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 129 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,959,533 | -4.8% | 84,957 | -4.4% | 0.06% | -4.7% |
| Q1 2024 | $2,058,987 | -1.1% | 88,826 | -1.3% | 0.06% | -9.9% |
| Q4 2023 | $2,082,001 | -5.1% | 90,013 | -7.2% | 0.07% | -15.5% |
| Q3 2023 | $2,194,386 | -13.7% | 96,968 | -13.0% | 0.08% | -10.6% |
| Q2 2023 | $2,541,926 | -8.7% | 111,488 | -8.5% | 0.09% | -15.3% |
| Q1 2023 | $2,785,414 | +0.7% | 121,820 | -0.8% | 0.11% | -6.7% |
| Q4 2022 | $2,765,585 | -3.9% | 122,833 | -6.6% | 0.12% | -13.1% |
| Q3 2022 | $2,878,000 | +23.8% | 131,537 | +25.6% | 0.14% | +30.5% |
| Q2 2022 | $2,325,000 | -17.0% | 104,693 | -8.6% | 0.10% | +2.9% |
| Q1 2022 | $2,801,000 | +13.5% | 114,595 | +19.1% | 0.10% | +25.9% |
| Q4 2021 | $2,468,000 | +119.0% | 96,216 | +119.2% | 0.08% | +92.9% |
| Q3 2021 | $1,127,000 | – | 43,894 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANTA ASSET MANAGEMENT LP | 188,735 | $4,271,073 | 5.32% |
| Legacy Financial Group LLC | 583,112 | $13,195,833,000 | 3.10% |
| GPM Growth Investors, Inc. | 255,038 | $5,771,510 | 3.02% |
| Ironwood Financial, llc | 469,658 | $10,628,355 | 2.86% |
| Insight Wealth Partners, LLC | 592,571 | $13,409,882 | 2.60% |
| SFE Investment Counsel | 302,187 | $6,838,492 | 1.99% |
| Camelot Portfolios, LLC | 89,251 | $2,019,752 | 1.93% |
| Sound Stewardship, LLC | 93,531 | $2,116,616 | 1.42% |
| S.E.E.D. Planning Group LLC | 137,407 | $3,109,520 | 1.20% |
| RPg Family Wealth Advisory, LLC | 125,265 | $2,834,747 | 1.16% |