Segment Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 38 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$587,470
+7.1%
26,133
+7.4%
0.06%
+7.1%
Q2 2023$548,484
-7.2%
24,323
-7.5%
0.06%
-16.4%
Q1 2023$591,179
+7.7%
26,298
+5.9%
0.07%
+4.7%
Q4 2022$549,058
+31.4%
24,833
+29.2%
0.06%
+23.1%
Q3 2022$418,000
-0.9%
19,2200.0%0.05%
-3.7%
Q2 2022$422,000
-8.1%
19,220
-0.5%
0.05%
+14.9%
Q1 2022$459,000
-3.2%
19,3200.0%0.05%
-6.0%
Q4 2021$474,000
-0.6%
19,320
-0.5%
0.05%
-12.3%
Q3 2021$477,000
+1.9%
19,420
+2.6%
0.06%
+1.8%
Q2 2021$468,000
+0.9%
18,9200.0%0.06%
-9.7%
Q1 2021$464,000
+55.7%
18,920
+55.8%
0.06%
+44.2%
Q4 2020$298,000
-0.3%
12,145
-4.7%
0.04%
-12.2%
Q3 2020$299,000
+3.1%
12,7450.0%0.05%
-9.3%
Q2 2020$290,000
+31.8%
12,745
+23.6%
0.05%
+10.2%
Q1 2020$220,000
-23.6%
10,315
-11.0%
0.05%0.0%
Q4 2019$288,00011,5950.05%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2020
NameSharesValueWeighting ↓
American Family Insurance Mutual Holding Co 25,522,000$573,734,56044.63%
Sterling Financial Group, Inc. 567,792$12,763,9688.02%
BANTA ASSET MANAGEMENT LP 188,735$4,242,7635.28%
Legacy Financial Group LLC 590,682$13,278,523,0003.12%
Ironwood Financial, llc 497,589$11,185,8093.00%
Oder Investment Management, LLC 103,369$2,323,7332.52%
Denver PWM, LLC 264,710$5,939,2882.48%
SFE Investment Counsel 302,833$6,807,6861.98%
WFA of San Diego, LLC 69,289$1,557,6171.61%
Horizons Wealth Management 94,164$2,116,8071.54%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders