INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $420,000 | -27.5% | 19,135 | -27.1% | 0.13% | -21.0% |
| Q2 2022 | $579,000 | -59.1% | 26,246 | -57.5% | 0.16% | -63.9% |
| Q1 2022 | $1,415,000 | -8.4% | 61,764 | -7.1% | 0.45% | +2.0% |
| Q4 2021 | $1,545,000 | +4.7% | 66,511 | +4.7% | 0.44% | -2.4% |
| Q3 2021 | $1,476,000 | -2.1% | 63,498 | -1.7% | 0.45% | -1.5% |
| Q2 2021 | $1,508,000 | +618.1% | 64,568 | +617.7% | 0.46% | +593.9% |
| Q1 2021 | $210,000 | – | 8,997 | – | 0.07% | – |
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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% |