INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 115 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,939,288 | +19.9% | 264,710 | +20.3% | 2.48% | +21.3% |
| Q2 2023 | $4,952,085 | +3.4% | 220,093 | +2.9% | 2.05% | -2.7% |
| Q1 2023 | $4,787,435 | +8.1% | 213,868 | +6.8% | 2.11% | +0.3% |
| Q4 2022 | $4,426,749 | -5.8% | 200,215 | -6.6% | 2.10% | -19.9% |
| Q3 2022 | $4,701,000 | +1224.2% | 214,365 | +1235.0% | 2.62% | +1469.5% |
| Q2 2022 | $355,000 | -1.1% | 16,057 | +6.1% | 0.17% | +16.8% |
| Q1 2022 | $359,000 | +5.6% | 15,135 | +9.0% | 0.14% | +10.0% |
| Q4 2021 | $340,000 | -2.9% | 13,884 | -2.5% | 0.13% | -10.3% |
| Q3 2021 | $350,000 | +54.9% | 14,245 | +55.8% | 0.14% | +52.6% |
| Q2 2021 | $226,000 | – | 9,141 | – | 0.10% | – |
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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% |