INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 96 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| BANTA ASSET MANAGEMENT LP | 188,735 | $4,271,073 | 5.32% |
| Legacy Financial Group LLC | 583,112 | $13,195,833,000 | 3.10% |
| GPM Growth Investors, Inc. | 255,038 | $5,771,510 | 3.02% |
| Ironwood Financial, llc | 469,658 | $10,628,355 | 2.86% |
| Insight Wealth Partners, LLC | 592,571 | $13,409,882 | 2.60% |
| SFE Investment Counsel | 302,187 | $6,838,492 | 1.99% |
| Camelot Portfolios, LLC | 89,251 | $2,019,752 | 1.93% |
| Sound Stewardship, LLC | 93,531 | $2,116,616 | 1.42% |
| S.E.E.D. Planning Group LLC | 137,407 | $3,109,520 | 1.20% |
| RPg Family Wealth Advisory, LLC | 125,265 | $2,834,747 | 1.16% |