INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $895,312 | +1.5% | 39,873 | 0.0% | 0.22% | -10.1% |
| Q4 2022 | $881,991 | -16.8% | 39,873 | -18.7% | 0.25% | -23.5% |
| Q3 2022 | $1,060,000 | -6.1% | 49,025 | -5.4% | 0.32% | +2.9% |
| Q2 2022 | $1,129,000 | -8.5% | 51,823 | 0.0% | 0.32% | -19.4% |
| Q1 2022 | $1,234,000 | -1.0% | 51,823 | +3.9% | 0.39% | +10.1% |
| Q4 2021 | $1,246,000 | +5.8% | 49,861 | +5.9% | 0.36% | -1.4% |
| Q3 2021 | $1,178,000 | +23.5% | 47,063 | +24.1% | 0.36% | +24.1% |
| Q2 2021 | $954,000 | -15.4% | 37,911 | -16.0% | 0.29% | -17.6% |
| Q1 2021 | $1,127,000 | – | 45,134 | – | 0.35% | – |
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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% |