INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 132 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $984,000 | -0.8% | 44,797 | -0.4% | 0.01% | +22.2% |
| Q2 2022 | $992,000 | -23.8% | 44,974 | -20.8% | 0.01% | -10.0% |
| Q1 2022 | $1,301,000 | -1.9% | 56,770 | -0.5% | 0.01% | 0.0% |
| Q4 2021 | $1,326,000 | -2.1% | 57,080 | -2.0% | 0.01% | +11.1% |
| Q3 2021 | $1,354,000 | -0.5% | 58,274 | -0.0% | 0.01% | -25.0% |
| Q2 2021 | $1,361,000 | +2.9% | 58,286 | +2.8% | 0.01% | -7.7% |
| Q1 2021 | $1,323,000 | +16.7% | 56,671 | +16.7% | 0.01% | +8.3% |
| Q4 2020 | $1,134,000 | +6.5% | 48,578 | +4.3% | 0.01% | -14.3% |
| Q3 2020 | $1,065,000 | +11.5% | 46,587 | +8.7% | 0.01% | +7.7% |
| Q2 2020 | $955,000 | -1.2% | 42,843 | -4.0% | 0.01% | -27.8% |
| Q1 2020 | $967,000 | -6.1% | 44,642 | +6.0% | 0.02% | +12.5% |
| Q4 2019 | $1,030,000 | -18.4% | 42,119 | -18.7% | 0.02% | -20.0% |
| Q3 2019 | $1,262,000 | +35.6% | 51,779 | +36.4% | 0.02% | +17.6% |
| Q2 2019 | $931,000 | +8.0% | 37,960 | +7.7% | 0.02% | 0.0% |
| Q1 2019 | $862,000 | +27.7% | 35,230 | +28.7% | 0.02% | +21.4% |
| Q3 2018 | $675,000 | – | 27,374 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 305,942 | $6,746,000 | 5.27% |
| Oder Investment Management, LLC | 177,059 | $3,904,000 | 4.80% |
| Harrison & Co Wealth Management, LLC | 201,081 | $4,434,000 | 4.21% |
| Mirador Capital Partners LP | 779,406 | $17,186,000 | 4.06% |
| Straight Path Wealth Management | 141,030 | $3,110,000 | 3.05% |
| Blue Barn Wealth, LLC | 164,545 | $3,628,000 | 2.78% |
| COLLECTIVE FAMILY OFFICE LLC | 262,202 | $5,782,000 | 2.50% |
| BCS Wealth Management | 235,339 | $5,189,000 | 2.30% |
| Denver PWM, LLC | 211,923 | $4,677,000 | 2.20% |
| IMA Wealth, Inc. | 373,161 | $8,228,000 | 2.01% |