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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $854,000 | -0.4% | 38,877 | 0.0% | 0.57% | +6.3% |
| Q2 2022 | $857,000 | -3.7% | 38,877 | 0.0% | 0.54% | +14.8% |
| Q1 2022 | $890,000 | -20.5% | 38,877 | -19.3% | 0.47% | -15.2% |
| Q4 2021 | $1,119,000 | -0.6% | 48,151 | -0.6% | 0.55% | -7.6% |
| Q3 2021 | $1,126,000 | +0.4% | 48,451 | +0.9% | 0.60% | +1.7% |
| Q2 2021 | $1,121,000 | +2.3% | 48,009 | +2.3% | 0.59% | -4.1% |
| Q1 2021 | $1,096,000 | +304.4% | 46,929 | +327.2% | 0.61% | +241.3% |
| Q3 2018 | $271,000 | -3.2% | 10,985 | -3.9% | 0.18% | -7.7% |
| Q2 2018 | $280,000 | – | 11,433 | – | 0.19% | – |
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% |