INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,728 | -60.2% | 10,575 | -61.5% | 0.01% | -70.6% |
| Q3 2022 | $598,000 | -51.7% | 27,478 | -51.3% | 0.02% | -45.2% |
| Q2 2022 | $1,238,000 | +35.3% | 56,390 | +46.5% | 0.03% | +55.0% |
| Q1 2022 | $915,000 | +216.6% | 38,494 | +228.9% | 0.02% | +185.7% |
| Q2 2021 | $289,000 | +16.1% | 11,705 | +15.2% | 0.01% | 0.0% |
| Q1 2021 | $249,000 | +0.4% | 10,160 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $248,000 | – | 10,110 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 424,477 | $10,352,000 | 4.45% |
| Ironwood Financial, llc | 366,660 | $9,005,000 | 2.47% |
| Straight Path Wealth Management | 115,033 | $2,825,000 | 2.46% |
| Harrison & Co Wealth Management, LLC | 98,530 | $2,420,000 | 2.04% |
| S.E.E.D. Planning Group LLC | 180,704 | $4,438,000 | 1.93% |
| BANTA ASSET MANAGEMENT LP | 97,100 | $2,385,000 | 1.78% |
| SFE Investment Counsel | 258,381 | $6,346,000 | 1.63% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 49,000 | $1,203,440,000 | 1.12% |
| MCDONALD PARTNERS LLC | 49,000 | $1,203,440,000 | 1.12% |
| RPg Family Wealth Advisory, LLC | 104,376 | $2,563,475,000 | 1.01% |