INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 22 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,676,928 | +14.4% | 375,137 | +11.9% | 0.12% | +0.8% |
| Q3 2023 | $7,585,596 | +9.4% | 335,201 | +10.2% | 0.12% | +9.2% |
| Q2 2023 | $6,935,191 | +10.0% | 304,175 | +10.4% | 0.11% | +3.8% |
| Q1 2023 | $6,302,497 | +7.6% | 275,640 | +5.9% | 0.10% | -0.9% |
| Q4 2022 | $5,859,482 | +8.9% | 260,248 | +5.8% | 0.11% | -25.4% |
| Q3 2022 | $5,380,000 | +6.7% | 245,881 | +8.4% | 0.14% | +23.5% |
| Q2 2022 | $5,040,000 | -0.1% | 226,932 | +9.9% | 0.12% | +13.9% |
| Q1 2022 | $5,047,000 | +6.6% | 206,472 | +11.8% | 0.10% | +5.2% |
| Q4 2021 | $4,735,000 | +16.2% | 184,603 | +16.3% | 0.10% | +21.5% |
| Q3 2021 | $4,076,000 | +11.6% | 158,711 | +12.2% | 0.08% | -9.2% |
| Q2 2021 | $3,652,000 | +21.3% | 141,457 | +20.3% | 0.09% | +4.8% |
| Q1 2021 | $3,010,000 | +25.2% | 117,605 | +25.2% | 0.08% | +7.8% |
| Q4 2020 | $2,405,000 | +10.6% | 93,907 | +6.0% | 0.08% | -6.1% |
| Q3 2020 | $2,174,000 | +27.6% | 88,616 | +23.7% | 0.08% | +12.3% |
| Q2 2020 | $1,704,000 | +10.2% | 71,609 | +2.3% | 0.07% | -12.0% |
| Q1 2020 | $1,546,000 | +261.2% | 70,026 | +329.3% | 0.08% | +361.1% |
| Q4 2019 | $428,000 | – | 16,310 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANTA ASSET MANAGEMENT LP | 153,650 | $3,503,220 | 4.08% |
| Legacy Financial Group LLC | 545,762 | $12,443,378 | 3.21% |
| Insight Wealth Partners, LLC | 600,427 | $13,689,736 | 3.17% |
| GPM Growth Investors, Inc. | 229,378 | $5,229,818 | 2.74% |
| Ironwood Financial, llc | 456,195 | $10,401,239 | 2.74% |
| SFE Investment Counsel | 299,524 | $6,829,147 | 1.93% |
| Camelot Portfolios, LLC | 125,267 | $2,856,097 | 1.79% |
| S.E.E.D. Planning Group LLC | 216,593 | $4,938,320 | 1.73% |
| Sound Stewardship, LLC | 94,043 | $2,144,175 | 1.41% |
| RPg Family Wealth Advisory, LLC | 115,359 | $2,630,185 | 1.05% |