INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,616,000 | +4.6% | 164,585 | +5.0% | 0.19% | +7.4% |
| Q2 2022 | $3,456,000 | -7.2% | 156,738 | -3.6% | 0.18% | +12.8% |
| Q1 2022 | $3,725,000 | +16.7% | 162,609 | +18.3% | 0.16% | +13.0% |
| Q4 2021 | $3,192,000 | -3.8% | 137,414 | -3.8% | 0.14% | -16.4% |
| Q3 2021 | $3,319,000 | +3.4% | 142,804 | +3.8% | 0.16% | +2.5% |
| Q2 2021 | $3,211,000 | +4.3% | 137,526 | +4.3% | 0.16% | -12.0% |
| Q1 2021 | $3,079,000 | +11.0% | 131,896 | +10.9% | 0.18% | -4.2% |
| Q4 2020 | $2,775,000 | +7400.0% | 118,912 | +7332.0% | 0.19% | +1264.3% |
| Q3 2020 | $37,000 | -98.2% | 1,600 | -98.3% | 0.01% | -92.4% |
| Q2 2020 | $2,093,000 | +1.8% | 93,867 | -1.1% | 0.18% | -15.1% |
| Q1 2020 | $2,055,000 | -7.0% | 94,875 | +5.0% | 0.22% | +28.2% |
| Q4 2019 | $2,209,000 | +87.0% | 90,342 | +86.4% | 0.17% | +40.5% |
| Q3 2019 | $1,181,000 | +12.2% | 48,474 | +12.9% | 0.12% | +2.5% |
| Q2 2019 | $1,053,000 | +144.3% | 42,918 | +143.9% | 0.12% | +47.5% |
| Q3 2018 | $431,000 | +9.9% | 17,600 | +10.0% | 0.08% | +50.9% |
| Q2 2018 | $392,000 | – | 16,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 523,003 | $12,207,000 | 4.98% |
| Tatro Capital, LLC | 210,794 | $4,920,000 | 4.59% |
| Oder Investment Management, LLC | 125,613 | $2,929,000 | 2.87% |
| COLLECTIVE FAMILY OFFICE LLC | 210,330 | $4,909,000 | 2.73% |
| Legacy Financial Group LLC | 303,611 | $7,086,000 | 2.72% |
| Ironwood Financial, llc | 301,816 | $7,044,000 | 2.64% |
| IMA Wealth, Inc. | 395,456 | $9,230,000 | 2.59% |
| Vista Private Wealth Partners. LLC | 207,008 | $4,825,000 | 2.40% |
| Camelot Portfolios, LLC | 187,308 | $4,372,000 | 2.28% |
| GILL CAPITAL PARTNERS, LLC | 162,436 | $3,791,000 | 2.26% |