INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,516 | -13.0% | 36,055 | -12.8% | 0.16% | -27.3% |
| Q2 2023 | $931,856 | +343.2% | 41,324 | +341.9% | 0.22% | +359.6% |
| Q1 2023 | $210,233 | +1.7% | 9,352 | 0.0% | 0.05% | -69.7% |
| Q4 2022 | $206,773 | +1.9% | 9,352 | 0.0% | 0.16% | -19.3% |
| Q3 2022 | $203,000 | -1.0% | 9,352 | 0.0% | 0.19% | +24.7% |
| Q2 2022 | $205,000 | -7.7% | 9,352 | 0.0% | 0.15% | +25.2% |
| Q1 2022 | $222,000 | +3.3% | 9,352 | +7.0% | 0.12% | +207.5% |
| Q4 2021 | $215,000 | 0.0% | 8,740 | 0.0% | 0.04% | -65.2% |
| Q3 2021 | $215,000 | -0.5% | 8,740 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $216,000 | +0.5% | 8,740 | 0.0% | 0.12% | +8.5% |
| Q1 2021 | $215,000 | +0.5% | 8,740 | 0.0% | 0.11% | -19.1% |
| Q4 2020 | $214,000 | – | 8,740 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 518,447 | $11,462,860 | 3.43% |
| Ironwood Financial, llc | 404,854 | $8,951,319 | 2.79% |
| BANTA ASSET MANAGEMENT LP | 90,975 | $2,011,457 | 2.70% |
| Harrison & Co Wealth Management, LLC | 104,317 | $2,306,456 | 2.23% |
| SFE Investment Counsel | 302,860 | $6,808,293 | 2.12% |
| S.E.E.D. Planning Group LLC | 219,653 | $4,856,528 | 2.10% |
| Vista Private Wealth Partners. LLC | 200,215 | $4,426,749 | 2.10% |
| Oder Investment Management, LLC | 71,500 | $1,580,870 | 1.96% |
| WFA of San Diego, LLC | 115,402 | $2,551,538 | 1.95% |
| RPg Family Wealth Advisory, LLC | 115,806 | $2,560,471 | 1.76% |