INVESCO EXCH TRD SLF IDX FD's ticker is and the CUSIP is 46138J411. A total of 13 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,596,628 | -37.0% | 76,175 | -36.0% | 0.00% | -100.0% |
| Q1 2024 | $2,535,485 | +88.2% | 118,981 | +91.1% | 0.00% | – |
| Q4 2023 | $1,347,436 | -20.8% | 62,266 | -26.7% | 0.00% | -100.0% |
| Q3 2023 | $1,700,774 | -53.1% | 85,000 | -50.4% | 0.00% | 0.0% |
| Q2 2023 | $3,626,981 | +139.6% | 171,529 | +142.7% | 0.00% | 0.0% |
| Q1 2023 | $1,513,788 | -65.5% | 70,675 | -66.5% | 0.00% | -50.0% |
| Q4 2022 | $4,384,979 | +509.9% | 211,070 | +479.4% | 0.00% | – |
| Q3 2022 | $719,000 | -73.7% | 36,427 | -72.4% | 0.00% | -100.0% |
| Q2 2022 | $2,735,000 | +155.4% | 131,759 | +175.6% | 0.00% | – |
| Q1 2022 | $1,071,000 | +82.8% | 47,814 | +104.2% | 0.00% | – |
| Q4 2021 | $586,000 | +137.2% | 23,420 | +134.3% | 0.00% | – |
| Q3 2021 | $247,000 | – | 9,997 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 200,599 | $4,204,550 | 3.21% |
| Key FInancial Inc | 114,364 | $2,397,069 | 0.58% |
| PRECEDENT WEALTH PARTNERS, LLC | 57,612 | $1,207,548 | 0.49% |
| Sterling Financial Group, Inc. | 47,440 | $994,342 | 0.45% |
| CGN Advisors LLC | 61,045 | $1,279,503 | 0.15% |
| Gradient Capital Advisors, LLC | 19,704 | $412,996 | 0.15% |
| Addison Advisors LLC | 19,100 | $400,336 | 0.13% |
| Capital Investment Counsel, LLC | 25,466 | $533,767 | 0.10% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 282,488 | $5,920,948 | 0.08% |
| Bill Few Associates, Inc. | 9,605 | $201,321 | 0.08% |