INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 139 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $21,000 | -4.5% | 978 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | 0.0% | 978 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $22,000 | -4.3% | 978 | -2.0% | 0.00% | -33.3% |
| Q4 2021 | $23,000 | +64.3% | 998 | +65.0% | 0.00% | +50.0% |
| Q3 2021 | $14,000 | 0.0% | 605 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 605 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 605 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | 0.0% | 605 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $14,000 | -95.1% | 605 | -94.8% | 0.00% | -96.2% |
| Q3 2019 | $285,000 | 0.0% | 11,695 | 0.0% | 0.08% | -9.2% |
| Q2 2019 | $285,000 | -1.0% | 11,695 | -0.7% | 0.09% | -18.7% |
| Q1 2019 | $288,000 | +5.5% | 11,775 | 0.0% | 0.11% | -8.5% |
| Q4 2018 | $273,000 | -3.5% | 11,775 | +2.7% | 0.12% | -12.0% |
| Q3 2018 | $283,000 | -2.1% | 11,466 | -3.0% | 0.13% | -8.3% |
| Q2 2018 | $289,000 | – | 11,825 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 305,942 | $6,746,000 | 5.27% |
| Oder Investment Management, LLC | 177,059 | $3,904,000 | 4.80% |
| Harrison & Co Wealth Management, LLC | 201,081 | $4,434,000 | 4.21% |
| Mirador Capital Partners LP | 779,406 | $17,186,000 | 4.06% |
| Straight Path Wealth Management | 141,030 | $3,110,000 | 3.05% |
| Blue Barn Wealth, LLC | 164,545 | $3,628,000 | 2.78% |
| COLLECTIVE FAMILY OFFICE LLC | 262,202 | $5,782,000 | 2.50% |
| BCS Wealth Management | 235,339 | $5,189,000 | 2.30% |
| Denver PWM, LLC | 211,923 | $4,677,000 | 2.20% |
| IMA Wealth, Inc. | 373,161 | $8,228,000 | 2.01% |