INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $271,000 | -0.7% | 12,300 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $273,000 | -2.8% | 12,300 | 0.0% | 0.07% | +4.6% |
| Q1 2022 | $281,000 | -1.7% | 12,300 | 0.0% | 0.06% | -4.4% |
| Q4 2021 | $286,000 | 0.0% | 12,300 | 0.0% | 0.07% | -9.3% |
| Q3 2021 | $286,000 | -0.3% | 12,300 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $287,000 | 0.0% | 12,300 | 0.0% | 0.08% | -9.6% |
| Q1 2021 | $287,000 | 0.0% | 12,300 | 0.0% | 0.08% | -8.8% |
| Q4 2020 | $287,000 | +2.1% | 12,300 | 0.0% | 0.09% | +65.5% |
| Q3 2020 | $281,000 | +2.6% | 12,300 | 0.0% | 0.06% | -47.1% |
| Q2 2020 | $274,000 | +3.0% | 12,300 | 0.0% | 0.10% | -19.4% |
| Q1 2020 | $266,000 | +38.5% | 12,300 | +56.6% | 0.13% | +65.4% |
| Q4 2019 | $192,000 | +0.5% | 7,854 | 0.0% | 0.08% | +20.0% |
| Q3 2019 | $191,000 | -1.0% | 7,854 | 0.0% | 0.06% | -15.6% |
| Q2 2019 | $193,000 | +0.5% | 7,854 | 0.0% | 0.08% | -3.8% |
| Q1 2019 | $192,000 | +113.3% | 7,854 | +103.8% | 0.08% | +81.8% |
| Q4 2018 | $90,000 | – | 3,854 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 305,942 | $6,746,000 | 5.27% |
| Oder Investment Management, LLC | 177,059 | $3,904,000 | 4.80% |
| Harrison & Co Wealth Management, LLC | 201,081 | $4,434,000 | 4.21% |
| Mirador Capital Partners LP | 779,406 | $17,186,000 | 4.06% |
| Straight Path Wealth Management | 141,030 | $3,110,000 | 3.05% |
| Blue Barn Wealth, LLC | 164,545 | $3,628,000 | 2.78% |
| COLLECTIVE FAMILY OFFICE LLC | 262,202 | $5,782,000 | 2.50% |
| BCS Wealth Management | 235,339 | $5,189,000 | 2.30% |
| Denver PWM, LLC | 211,923 | $4,677,000 | 2.20% |
| IMA Wealth, Inc. | 373,161 | $8,228,000 | 2.01% |