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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,000 | 0.0% | 409 | 0.0% | 0.01% | +60.0% |
| Q1 2022 | $9,000 | -47.1% | 409 | -44.9% | 0.01% | -50.0% |
| Q4 2021 | $17,000 | 0.0% | 742 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $17,000 | 0.0% | 742 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $17,000 | -52.8% | 742 | -51.5% | 0.01% | -70.2% |
| Q1 2021 | $36,000 | 0.0% | 1,530 | 0.0% | 0.05% | +20.5% |
| Q4 2020 | $36,000 | -61.7% | 1,530 | -62.6% | 0.04% | -62.9% |
| Q3 2020 | $94,000 | +248.1% | 4,094 | +242.0% | 0.10% | +218.2% |
| Q2 2020 | $27,000 | +3.8% | 1,197 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $26,000 | -10.3% | 1,197 | 0.0% | 0.03% | +13.3% |
| Q4 2019 | $29,000 | – | 1,197 | – | 0.03% | – |
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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% |