INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 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 ↓ |
|---|---|---|---|
| Tatro Capital, LLC | 281,679 | $6,453,000 | 4.83% |
| Oder Investment Management, LLC | 176,391 | $4,041,000 | 4.59% |
| IMA Advisory Services, Inc. | 763,524 | $17,492,000 | 4.02% |
| Harrison & Co Wealth Management, LLC | 198,232 | $4,541,000 | 3.98% |
| Mirador Capital Partners LP | 759,536 | $17,401,000 | 3.52% |
| COLLECTIVE FAMILY OFFICE LLC | 379,689 | $8,699,000 | 3.32% |
| Blue Barn Wealth, LLC | 174,727 | $4,003,000 | 2.77% |
| Straight Path Wealth Management | 139,901 | $3,205,000 | 2.72% |
| WFA of San Diego, LLC | 154,360 | $3,536,000 | 2.69% |
| BCS Wealth Management | 240,780 | $5,516,000 | 2.28% |