INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $665,000 | -46.7% | 28,461 | -46.8% | 0.36% | -51.1% |
| Q1 2021 | $1,248,000 | +88.0% | 53,467 | +87.8% | 0.74% | +60.9% |
| Q4 2020 | $664,000 | -34.3% | 28,467 | -35.6% | 0.46% | -39.8% |
| Q3 2020 | $1,011,000 | +29.0% | 44,220 | +25.8% | 0.77% | +6.4% |
| Q2 2020 | $784,000 | +30.0% | 35,146 | +26.3% | 0.72% | -4.9% |
| Q1 2020 | $603,000 | -61.6% | 27,822 | -56.7% | 0.76% | -51.4% |
| Q4 2019 | $1,570,000 | +55.9% | 64,215 | +55.4% | 1.56% | +48.2% |
| Q3 2019 | $1,007,000 | – | 41,321 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |