INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,731 | +1.1% | 24,450 | +1.1% | 0.06% | 0.0% |
| Q2 2023 | $543,566 | -7.2% | 24,180 | -7.3% | 0.06% | -15.2% |
| Q1 2023 | $585,715 | +1.8% | 26,085 | +0.2% | 0.07% | -1.5% |
| Q4 2022 | $575,562 | +12.9% | 26,020 | +10.2% | 0.07% | +4.7% |
| Q3 2022 | $510,000 | -4.0% | 23,610 | -3.1% | 0.06% | -4.5% |
| Q2 2022 | $531,000 | -9.2% | 24,360 | -0.8% | 0.07% | +11.7% |
| Q1 2022 | $585,000 | -6.2% | 24,560 | -1.7% | 0.06% | -7.7% |
| Q4 2021 | $624,000 | -1.1% | 24,990 | -0.8% | 0.06% | -13.3% |
| Q3 2021 | $631,000 | +5.2% | 25,190 | +5.7% | 0.08% | +5.6% |
| Q2 2021 | $600,000 | +0.7% | 23,840 | 0.0% | 0.07% | -10.1% |
| Q1 2021 | $596,000 | +21.9% | 23,840 | +21.4% | 0.08% | +11.3% |
| Q4 2020 | $489,000 | +1.0% | 19,635 | -2.1% | 0.07% | -10.1% |
| Q3 2020 | $484,000 | -4.2% | 20,060 | -6.8% | 0.08% | -15.1% |
| Q2 2020 | $505,000 | +12.0% | 21,535 | +6.0% | 0.09% | -7.0% |
| Q1 2020 | $451,000 | -54.1% | 20,310 | -47.3% | 0.10% | -39.8% |
| Q4 2019 | $983,000 | +19.0% | 38,575 | +17.8% | 0.17% | +2.5% |
| Q3 2019 | $826,000 | +17.7% | 32,745 | +17.9% | 0.16% | +13.3% |
| Q2 2019 | $702,000 | +29.5% | 27,784 | +27.8% | 0.14% | +24.3% |
| Q1 2019 | $542,000 | +80.1% | 21,734 | +68.8% | 0.12% | +51.3% |
| Q4 2018 | $301,000 | +8.7% | 12,872 | +15.7% | 0.08% | +26.7% |
| Q3 2018 | $277,000 | – | 11,122 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oder Investment Management, LLC | 163,091 | $3,607,582 | 4.48% |
| IMA Wealth, Inc. | 536,629 | $11,870,237 | 3.14% |
| Ironwood Financial, llc | 396,490 | $8,770,363 | 2.73% |
| BANTA ASSET MANAGEMENT LP | 89,725 | $1,984,717 | 2.67% |
| Harrison & Co Wealth Management, LLC | 103,256 | $2,284,023 | 2.21% |
| S.E.E.D. Planning Group LLC | 221,104 | $4,890,820 | 2.12% |
| SFE Investment Counsel | 290,902 | $6,536,568 | 2.03% |
| WFA of San Diego, LLC | 119,814 | $2,650,286 | 2.03% |
| Masso Torrence Wealth Management Inc. | 101,113 | $2,236,630 | 1.78% |
| Intrua Financial, LLC | 327,122 | $7,350,430 | 1.70% |