INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 80 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,769,115 | -2.6% | 120,057 | -2.1% | 0.91% | +1.1% |
| Q1 2024 | $2,842,934 | +5.5% | 122,646 | +5.2% | 0.90% | -9.4% |
| Q4 2023 | $2,695,385 | -4.9% | 116,532 | -7.0% | 0.99% | -14.7% |
| Q3 2023 | $2,834,747 | +7.8% | 125,265 | +8.6% | 1.16% | +10.5% |
| Q2 2023 | $2,630,185 | -2.9% | 115,359 | -2.6% | 1.05% | -29.2% |
| Q1 2023 | $2,709,389 | +5.4% | 118,495 | +3.8% | 1.49% | -15.5% |
| Q4 2022 | $2,571,078 | – | 114,194 | – | 1.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANTA ASSET MANAGEMENT LP | 153,650 | $3,503,220 | 4.08% |
| Legacy Financial Group LLC | 545,762 | $12,443,378 | 3.21% |
| Insight Wealth Partners, LLC | 600,427 | $13,689,736 | 3.17% |
| GPM Growth Investors, Inc. | 229,378 | $5,229,818 | 2.74% |
| Ironwood Financial, llc | 456,195 | $10,401,239 | 2.74% |
| SFE Investment Counsel | 299,524 | $6,829,147 | 1.93% |
| Camelot Portfolios, LLC | 125,267 | $2,856,097 | 1.79% |
| S.E.E.D. Planning Group LLC | 216,593 | $4,938,320 | 1.73% |
| Sound Stewardship, LLC | 94,043 | $2,144,175 | 1.41% |
| RPg Family Wealth Advisory, LLC | 115,359 | $2,630,185 | 1.05% |