INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,559,862 | +22.7% | 202,841 | +23.1% | 0.04% | +28.1% |
| Q2 2023 | $3,715,220 | +45.2% | 164,754 | +44.7% | 0.03% | +33.3% |
| Q1 2023 | $2,558,849 | +290348.2% | 113,828 | +185.7% | 0.02% | – |
| Q4 2022 | $881 | -99.9% | 39,841 | +15.6% | 0.00% | -100.0% |
| Q3 2022 | $750,000 | +18.5% | 34,467 | +19.5% | 0.01% | +50.0% |
| Q2 2022 | $633,000 | -6.9% | 28,843 | +0.8% | 0.01% | +20.0% |
| Q1 2022 | $680,000 | +17.0% | 28,608 | +21.0% | 0.01% | +25.0% |
| Q4 2021 | $581,000 | +16.9% | 23,638 | +17.0% | 0.00% | +33.3% |
| Q3 2021 | $497,000 | +1029.5% | 20,201 | +934.4% | 0.00% | +200.0% |
| Q2 2020 | $44,000 | – | 1,953 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 498,322 | $10,839,000 | 3.62% |
| Straight Path Wealth Management | 160,127 | $3,483,000 | 3.13% |
| Ironwood Financial, llc | 413,289 | $8,989,000 | 2.98% |
| Vista Private Wealth Partners. LLC | 214,365 | $4,701,000 | 2.62% |
| BANTA ASSET MANAGEMENT LP | 89,850 | $1,954,000 | 2.60% |
| SFE Investment Counsel | 364,252 | $7,922,000 | 2.50% |
| Harrison & Co Wealth Management, LLC | 101,570 | $2,209,000 | 2.34% |
| WFA of San Diego, LLC | 116,946 | $2,544,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 187,305 | $4,074,000 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,668 | $2,554,000 | 1.34% |