INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $435,000 | -9.0% | 19,810 | -8.7% | 0.10% | -8.3% |
Q2 2022 | $478,000 | +23.8% | 21,691 | +28.9% | 0.11% | +42.1% |
Q1 2022 | $386,000 | -24.9% | 16,833 | -23.9% | 0.08% | -21.6% |
Q4 2021 | $514,000 | +0.4% | 22,119 | +0.5% | 0.10% | -22.4% |
Q3 2021 | $512,000 | -7.1% | 22,015 | -6.7% | 0.12% | -10.1% |
Q2 2021 | $551,000 | -7.9% | 23,603 | -7.8% | 0.14% | -18.7% |
Q1 2021 | $598,000 | -50.4% | 25,597 | -50.4% | 0.17% | -57.1% |
Q4 2020 | $1,206,000 | -21.1% | 51,655 | -22.7% | 0.40% | -35.1% |
Q3 2020 | $1,528,000 | -0.4% | 66,843 | -2.9% | 0.62% | -2.1% |
Q2 2020 | $1,534,000 | -4.9% | 68,807 | -7.6% | 0.63% | -23.6% |
Q1 2020 | $1,613,000 | -44.9% | 74,475 | -37.8% | 0.82% | -29.8% |
Q4 2019 | $2,930,000 | +13.2% | 119,821 | +12.8% | 1.17% | +3.0% |
Q3 2019 | $2,589,000 | +288.7% | 106,234 | +291.1% | 1.14% | +272.8% |
Q2 2019 | $666,000 | -15.3% | 27,160 | -19.8% | 0.30% | -30.8% |
Q1 2019 | $786,000 | 0.0% | 33,884 | 0.0% | 0.44% | 0.0% |
Q4 2018 | $786,000 | – | 33,884 | – | 0.44% | – |
Download |
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% |