INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 62 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,452,726 | +1.2% | 153,592 | +1.5% | 0.13% | +2.3% |
| Q2 2023 | $3,413,092 | -1.0% | 151,357 | -1.3% | 0.13% | -7.7% |
| Q1 2023 | $3,446,730 | +15.7% | 153,326 | +13.8% | 0.14% | -4.7% |
| Q4 2022 | $2,977,952 | -5.3% | 134,688 | -6.9% | 0.15% | -9.1% |
| Q3 2022 | $3,145,000 | +6.1% | 144,618 | +7.1% | 0.16% | +8.6% |
| Q2 2022 | $2,963,000 | -3.0% | 134,990 | +5.0% | 0.15% | +18.0% |
| Q1 2022 | $3,056,000 | +32.1% | 128,579 | +36.5% | 0.13% | +28.0% |
| Q4 2021 | $2,313,000 | +36.1% | 94,199 | +36.2% | 0.10% | +17.6% |
| Q3 2021 | $1,700,000 | +9.2% | 69,179 | +9.8% | 0.08% | +9.0% |
| Q2 2021 | $1,557,000 | +11.4% | 62,998 | +10.6% | 0.08% | -6.0% |
| Q1 2021 | $1,398,000 | +157.9% | 56,946 | +157.7% | 0.08% | +124.3% |
| Q4 2020 | $542,000 | – | 22,100 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 518,447 | $11,462,860 | 3.43% |
| Ironwood Financial, llc | 404,854 | $8,951,319 | 2.79% |
| BANTA ASSET MANAGEMENT LP | 90,975 | $2,011,457 | 2.70% |
| Harrison & Co Wealth Management, LLC | 104,317 | $2,306,456 | 2.23% |
| SFE Investment Counsel | 302,860 | $6,808,293 | 2.12% |
| S.E.E.D. Planning Group LLC | 219,653 | $4,856,528 | 2.10% |
| Vista Private Wealth Partners. LLC | 200,215 | $4,426,749 | 2.10% |
| Oder Investment Management, LLC | 71,500 | $1,580,870 | 1.96% |
| WFA of San Diego, LLC | 115,402 | $2,551,538 | 1.95% |
| RPg Family Wealth Advisory, LLC | 115,806 | $2,560,471 | 1.76% |