INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 121 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. 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 | 1,479,022 | $34,535,000 | 10.85% |
| Oder Investment Management, LLC | 143,815 | $3,358,000 | 4.59% |
| Tatro Capital, LLC | 229,075 | $5,349,000 | 4.14% |
| Legacy Financial Group LLC | 387,285 | $9,043,000 | 3.14% |
| Mirador Capital Partners LP | 524,244 | $12,241,000 | 3.14% |
| WFA of San Diego, LLC | 152,342 | $3,557,000 | 2.95% |
| COLLECTIVE FAMILY OFFICE LLC | 245,857 | $5,741,000 | 2.80% |
| Ironwood Financial, llc | 366,349 | $8,554,000 | 2.79% |
| IMA Wealth, Inc. | 460,609 | $10,755,000 | 2.64% |
| Denver PWM, LLC | 193,348 | $4,420,000 | 2.58% |