INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |