INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 129 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,641,554 | -51.6% | 73,023 | -49.8% | 0.07% | 0.0% |
| Q2 2023 | $3,391,529 | +91.6% | 145,466 | +97.9% | 0.07% | -3.9% |
| Q1 2023 | $1,769,965 | +98946.7% | 73,505 | -1.0% | 0.08% | +60.4% |
| Q4 2022 | $1,787 | -99.9% | 74,229 | +13.0% | 0.05% | +17.1% |
| Q3 2022 | $1,579,000 | +200.2% | 65,693 | +199.7% | 0.04% | +141.2% |
| Q2 2022 | $526,000 | 0.0% | 21,920 | 0.0% | 0.02% | +142.9% |
| Q1 2022 | $526,000 | – | 21,920 | – | 0.01% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $20,000 | – | 825 | – | 0.00% | – |
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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% |