INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $234,730,000 | -5.0% | 10,684 | -4.6% | 0.03% | +3.8% |
| Q2 2022 | $246,981,000 | +85657.3% | 11,201 | -10.8% | 0.03% | 0.0% |
| Q1 2022 | $288,000 | -75.6% | 12,558 | -75.2% | 0.03% | -69.8% |
| Q4 2021 | $1,178,000 | -1.5% | 50,723 | -1.4% | 0.09% | -5.5% |
| Q3 2021 | $1,196,000 | +4.2% | 51,469 | +4.7% | 0.09% | +7.1% |
| Q2 2021 | $1,148,000 | +8.9% | 49,166 | +8.9% | 0.08% | +3.7% |
| Q1 2021 | $1,054,000 | – | 45,132 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,456,245 | $33,829,000 | 10.14% |
| Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
| Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
| Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
| IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
| Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
| COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
| GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
| Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
| Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |