INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,984,970 | +1.4% | 310,665 | +1.3% | 0.47% | +5.4% |
| Q2 2023 | $6,890,787 | +1.8% | 306,529 | +1.7% | 0.45% | -3.4% |
| Q1 2023 | $6,769,463 | +5.9% | 301,480 | +4.3% | 0.46% | -3.7% |
| Q4 2022 | $6,390,940 | +12.2% | 288,921 | +9.6% | 0.48% | +2.3% |
| Q3 2022 | $5,698,000 | +8.2% | 263,594 | +9.1% | 0.47% | -11.3% |
| Q2 2022 | $5,264,000 | -7.9% | 241,591 | +0.7% | 0.53% | +7.9% |
| Q1 2022 | $5,715,000 | -3.9% | 239,962 | +0.8% | 0.49% | +0.2% |
| Q4 2021 | $5,946,000 | -48.1% | 238,058 | -48.0% | 0.49% | -48.1% |
| Q3 2021 | $11,464,000 | +88084.6% | 457,843 | +86448.8% | 0.95% | +47200.0% |
| Q4 2020 | $13,000 | +8.3% | 529 | +1.1% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | – | 523 | – | 0.00% | – |
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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% |