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 ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,478,321 | $34,356,000 | 10.66% |
| Oder Investment Management, LLC | 158,203 | $3,676,000 | 5.39% |
| Tatro Capital, LLC | 260,975 | $6,065,000 | 4.74% |
| COLLECTIVE FAMILY OFFICE LLC | 432,710 | $10,056,000 | 4.32% |
| Crescent Capital Consulting, LLC | 886,223 | $20,596,000 | 3.78% |
| GILL CAPITAL PARTNERS, LLC | 347,142 | $8,068,000 | 3.66% |
| IMA Advisory Services, Inc. | 533,741 | $12,404,000 | 2.93% |
| WFA of San Diego, LLC | 170,035 | $3,952,000 | 2.76% |
| Mirador Capital Partners LP | 520,440 | $12,095,000 | 2.74% |
| Legacy Financial Group LLC | 355,840 | $8,270,000 | 2.47% |