INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 123 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $201,000 | -2.4% | 8,640 | -2.5% | 0.02% | -11.1% |
| Q3 2021 | $206,000 | +2.5% | 8,858 | +3.0% | 0.02% | -21.7% |
| Q4 2020 | $201,000 | -6.1% | 8,604 | -8.0% | 0.02% | -20.7% |
| Q3 2020 | $214,000 | +2.4% | 9,350 | 0.0% | 0.03% | -3.3% |
| Q2 2020 | $209,000 | +3.0% | 9,350 | 0.0% | 0.03% | -6.2% |
| Q1 2020 | $203,000 | -11.4% | 9,350 | 0.0% | 0.03% | +6.7% |
| Q4 2019 | $229,000 | +6.0% | 9,350 | +5.6% | 0.03% | -6.2% |
| Q3 2019 | $216,000 | – | 8,855 | – | 0.03% | – |
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% |