INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 139 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,505,000 | -0.6% | 113,209 | -0.9% | 1.32% | -12.3% |
| Q2 2022 | $2,519,000 | -99.9% | 114,260 | -1.2% | 1.50% | +32.9% |
| Q1 2022 | $2,648,259,000 | +4.9% | 115,594 | +6.3% | 1.13% | +13.2% |
| Q4 2021 | $2,525,612,000 | +3.5% | 108,722 | +3.5% | 1.00% | -3.0% |
| Q3 2021 | $2,441,036,000 | +9.6% | 105,036 | +10.1% | 1.03% | +14.1% |
| Q2 2021 | $2,227,380,000 | +15.7% | 95,391 | +15.6% | 0.90% | -0.8% |
| Q4 2020 | $1,925,620,000 | +4.8% | 82,503 | +2.6% | 0.91% | -5.8% |
| Q3 2020 | $1,837,624,000 | +9.9% | 80,386 | +7.2% | 0.96% | -5.4% |
| Q2 2020 | $1,672,389,000 | – | 74,995 | – | 1.02% | – |
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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% |