INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 91 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,259 | +3.7% | 18,472 | +4.0% | 0.08% | +3.8% |
| Q2 2023 | $400,569 | +4.5% | 17,764 | +4.2% | 0.08% | -3.7% |
| Q1 2023 | $383,322 | +18.8% | 17,052 | +16.9% | 0.08% | +15.5% |
| Q4 2022 | $322,619 | -13.7% | 14,592 | -15.1% | 0.07% | -16.5% |
| Q3 2022 | $374,000 | +3.6% | 17,193 | +4.5% | 0.08% | +3.7% |
| Q2 2022 | $361,000 | +42.7% | 16,453 | +54.4% | 0.08% | +64.0% |
| Q1 2022 | $253,000 | -16.5% | 10,655 | -13.5% | 0.05% | -12.3% |
| Q4 2021 | $303,000 | -1.9% | 12,321 | -1.8% | 0.06% | -24.0% |
| Q3 2021 | $309,000 | -9.1% | 12,551 | -8.7% | 0.08% | -12.8% |
| Q2 2021 | $340,000 | +2.4% | 13,750 | +1.6% | 0.09% | -9.5% |
| Q1 2021 | $332,000 | -62.7% | 13,528 | -62.7% | 0.10% | -67.7% |
| Q4 2020 | $889,000 | – | 36,278 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 498,322 | $10,839,000 | 3.62% |
| Straight Path Wealth Management | 160,127 | $3,483,000 | 3.13% |
| Ironwood Financial, llc | 413,289 | $8,989,000 | 2.98% |
| Vista Private Wealth Partners. LLC | 214,365 | $4,701,000 | 2.62% |
| BANTA ASSET MANAGEMENT LP | 89,850 | $1,954,000 | 2.60% |
| SFE Investment Counsel | 364,252 | $7,922,000 | 2.50% |
| Harrison & Co Wealth Management, LLC | 101,570 | $2,209,000 | 2.34% |
| WFA of San Diego, LLC | 116,946 | $2,544,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 187,305 | $4,074,000 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,668 | $2,554,000 | 1.34% |