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 | $629,000 | -0.3% | 28,637 | 0.0% | 0.59% | +25.1% |
| Q2 2022 | $631,000 | -10.9% | 28,637 | -7.3% | 0.47% | +20.6% |
| Q1 2022 | $708,000 | -1.4% | 30,892 | 0.0% | 0.39% | +193.3% |
| Q4 2021 | $718,000 | +4.1% | 30,892 | +4.1% | 0.13% | -63.8% |
| Q3 2021 | $690,000 | -0.4% | 29,685 | 0.0% | 0.37% | +0.3% |
| Q2 2021 | $693,000 | 0.0% | 29,685 | 0.0% | 0.37% | +8.2% |
| Q1 2021 | $693,000 | 0.0% | 29,685 | 0.0% | 0.34% | -19.6% |
| Q4 2020 | $693,000 | +21.8% | 29,685 | +19.3% | 0.42% | -22.1% |
| Q3 2020 | $569,000 | +0.7% | 24,889 | -1.8% | 0.54% | -6.2% |
| Q2 2020 | $565,000 | +2.0% | 25,336 | -0.9% | 0.58% | -19.7% |
| Q1 2020 | $554,000 | -11.4% | 25,568 | 0.0% | 0.72% | +16.5% |
| Q4 2019 | $625,000 | – | 25,568 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,456,245 | $33,829,000 | 10.14% |
| Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
| Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
| Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
| IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
| Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
| COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
| GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
| Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
| Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |