INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 52 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,017,157 | +1.2% | 44,947 | +2.0% | 0.59% | +9.3% |
| Q2 2023 | $1,005,142 | -2.8% | 44,085 | -2.5% | 0.54% | -4.9% |
| Q1 2023 | $1,034,315 | +4.6% | 45,236 | +3.0% | 0.57% | +0.2% |
| Q4 2022 | $988,376 | -0.8% | 43,899 | -3.5% | 0.57% | +3.7% |
| Q3 2022 | $996,000 | -2.4% | 45,506 | -1.0% | 0.55% | +2.2% |
| Q2 2022 | $1,021,000 | -3.4% | 45,958 | +6.3% | 0.54% | +9.9% |
| Q1 2022 | $1,057,000 | +119.3% | 43,221 | +130.2% | 0.49% | +126.5% |
| Q4 2021 | $482,000 | +34.6% | 18,774 | +34.8% | 0.22% | +25.0% |
| Q3 2021 | $358,000 | – | 13,926 | – | 0.17% | – |
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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% |