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

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INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 62 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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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$288,000–11,595–0.05%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
Legacy Financial Group LLC 518,447$11,462,8603.43%
Ironwood Financial, llc 404,854$8,951,3192.79%
BANTA ASSET MANAGEMENT LP 90,975$2,011,4572.70%
Harrison & Co Wealth Management, LLC 104,317$2,306,4562.23%
SFE Investment Counsel 302,860$6,808,2932.12%
S.E.E.D. Planning Group LLC 219,653$4,856,5282.10%
Vista Private Wealth Partners. LLC 200,215$4,426,7492.10%
Oder Investment Management, LLC 71,500$1,580,8701.96%
WFA of San Diego, LLC 115,402$2,551,5381.95%
RPg Family Wealth Advisory, LLC 115,806$2,560,4711.76%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders