INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Family Insurance Mutual Holding Co | 25,522,000 | $573,734,560 | 44.63% |
| Sterling Financial Group, Inc. | 567,792 | $12,763,968 | 8.02% |
| BANTA ASSET MANAGEMENT LP | 188,735 | $4,242,763 | 5.28% |
| Legacy Financial Group LLC | 590,682 | $13,278,523,000 | 3.12% |
| Ironwood Financial, llc | 497,589 | $11,185,809 | 3.00% |
| Oder Investment Management, LLC | 103,369 | $2,323,733 | 2.52% |
| Denver PWM, LLC | 264,710 | $5,939,288 | 2.48% |
| SFE Investment Counsel | 302,833 | $6,807,686 | 1.98% |
| WFA of San Diego, LLC | 69,289 | $1,557,617 | 1.61% |
| Horizons Wealth Management | 94,164 | $2,116,807 | 1.54% |