Anchor Investment Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 42 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q4 2023$54,516
+1.0%
2,4000.0%0.01%
-14.3%
Q3 2023$53,961
+0.0%
2,4000.0%0.01%0.0%
Q2 2023$53,952
+0.1%
2,4000.0%0.01%0.0%
Q1 2023$53,890
+509.1%
2,400
+500.0%
0.01%
+600.0%
Q4 2022$8,848
+2.3%
4000.0%0.00%0.0%
Q3 2022$8,648
-0.8%
4000.0%0.00%0.0%
Q2 2022$8,716
-8.5%
4000.0%0.00%0.0%
Q1 2022$9,528
-4.6%
4000.0%0.00%0.0%
Q4 2021$9,992
-0.2%
4000.0%0.00%0.0%
Q3 2021$10,016
-95.6%
400
-95.6%
0.00%
-96.8%
Q2 2021$227,210
+1.1%
9,027
+0.3%
0.03%
-8.8%
Q1 2021$224,770
+11.1%
8,998
+10.8%
0.03%
-5.6%
Q4 2020$202,301
+3.4%
8,1180.0%0.04%
-10.0%
Q3 2020$195,725
+2.9%
8,1180.0%0.04%
-7.0%
Q2 2020$190,286
+0.6%
8,118
-4.7%
0.04%
-12.2%
Q1 2020$189,185
-11.1%
8,518
+2.1%
0.05%
+8.9%
Q4 2019$212,781
+1.1%
8,3460.0%0.04%
-6.2%
Q3 2019$210,486
-0.2%
8,3460.0%0.05%
-4.0%
Q2 2019$210,862
+6.4%
8,346
+5.0%
0.05%
+2.0%
Q1 2019$198,253
+7.6%
7,946
+1.0%
0.05%
-5.8%
Q4 2018$184,260
-6.7%
7,871
-0.9%
0.05%
+15.6%
Q3 2018$197,597
+1.2%
7,9420.0%0.04%
-6.2%
Q2 2018$195,214
-1.4%
7,9420.0%0.05%
-7.7%
Q1 2018$198,042
-2.7%
7,9420.0%0.05%
-3.7%
Q4 2017$203,473
+74.7%
7,942
+77.3%
0.05%
+58.8%
Q3 2017$116,4804,4800.03%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2019
NameSharesValueWeighting ↓
WRAPMANAGER INC 47,116$1,176,0000.39%
AlphaStar Capital Management, LLC 52,565$1,311,0000.37%
Ironwood Financial, llc 24,383$608,0000.31%
SFE Investment Counsel 17,324$432,0000.20%
Mirador Capital Partners LP 9,147$228,0000.12%
Segment Wealth Management, LLC 21,734$542,0000.12%
Bluefin Trading, LLC 29,717$741,0000.11%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 513,271$12,806,0000.09%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22,235$555,0000.08%
Cetera Advisors LLC 52,412$1,307,0000.06%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders