INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 116 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,084,045 | +2.5% | 48,214 | +2.5% | 0.63% | +10.7% |
| Q2 2023 | $1,057,569 | -1.1% | 47,045 | -1.2% | 0.57% | -3.2% |
| Q1 2023 | $1,069,568 | +3.5% | 47,634 | +2.0% | 0.59% | -1.0% |
| Q4 2022 | $1,033,491 | -1.6% | 46,722 | -3.8% | 0.59% | +3.0% |
| Q3 2022 | $1,050,000 | -8.0% | 48,573 | -7.2% | 0.58% | -3.5% |
| Q2 2022 | $1,141,000 | -7.5% | 52,349 | +1.0% | 0.60% | +4.9% |
| Q1 2022 | $1,234,000 | +157.1% | 51,809 | +169.5% | 0.57% | +165.9% |
| Q4 2021 | $480,000 | +34.5% | 19,227 | +34.7% | 0.21% | +25.1% |
| Q3 2021 | $357,000 | – | 14,269 | – | 0.17% | – |
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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% |