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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,149,889 | +10.9% | 183,380 | +11.7% | 0.21% | +11.5% |
| Q2 2023 | $3,743,167 | +11.8% | 164,174 | +12.1% | 0.19% | -9.9% |
| Q1 2023 | $3,349,059 | +1.8% | 146,471 | +0.3% | 0.21% | -8.6% |
| Q4 2022 | $3,289,284 | +7.2% | 146,093 | +4.2% | 0.23% | -0.4% |
| Q3 2022 | $3,069,000 | +1.1% | 140,267 | +2.6% | 0.23% | +2.6% |
| Q2 2022 | $3,036,000 | -24.3% | 136,687 | -16.7% | 0.23% | -12.0% |
| Q1 2022 | $4,010,000 | +9.5% | 164,052 | +14.9% | 0.26% | +21.0% |
| Q4 2021 | $3,662,000 | – | 142,760 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Insight Wealth Partners, LLC | 482,706 | $10,868,126 | 8.13% |
| Legacy Financial Group LLC | 479,042 | $10,785,630 | 3.23% |
| GPM Growth Investors, Inc. | 209,393 | $4,714,484 | 2.86% |
| BANTA ASSET MANAGEMENT LP | 91,225 | $2,053,931 | 2.76% |
| Ironwood Financial, llc | 367,066 | $8,264,481 | 2.57% |
| Harrison & Co Wealth Management, LLC | 100,515 | $2,263,092 | 2.19% |
| SFE Investment Counsel | 265,437 | $6,122,305 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,194 | $2,571,078 | 1.76% |
| Camelot Portfolios, LLC | 105,221 | $2,369,043 | 1.75% |
| Sound Stewardship, LLC | 89,355 | $2,011,836 | 1.49% |