INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,782,604 | +79.8% | 791,050 | +80.4% | 0.03% | +44.4% |
| Q2 2023 | $9,888,155 | +27.9% | 438,522 | +27.5% | 0.02% | +20.0% |
| Q1 2023 | $7,728,498 | +439.3% | 343,844 | +430.6% | 0.02% | +400.0% |
| Q4 2022 | $1,433,000 | +10.0% | 64,797 | +8.1% | 0.00% | 0.0% |
| Q3 2022 | $1,303,000 | +2.7% | 59,947 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $1,269,000 | -11.1% | 57,842 | -3.5% | 0.00% | 0.0% |
| Q1 2022 | $1,427,000 | +16.8% | 59,968 | +20.5% | 0.00% | +50.0% |
| Q4 2021 | $1,222,000 | +66.0% | 49,769 | +66.3% | 0.00% | 0.0% |
| Q3 2021 | $736,000 | +5.0% | 29,923 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $701,000 | -8.7% | 28,373 | -9.2% | 0.00% | 0.0% |
| Q1 2021 | $768,000 | +15.5% | 31,255 | +15.2% | 0.00% | 0.0% |
| Q4 2020 | $665,000 | +48.1% | 27,142 | +42.1% | 0.00% | +100.0% |
| Q3 2020 | $449,000 | +2.0% | 19,096 | -1.1% | 0.00% | 0.0% |
| Q2 2020 | $440,000 | -19.6% | 19,308 | -24.6% | 0.00% | -50.0% |
| Q1 2020 | $547,000 | – | 25,623 | – | 0.00% | – |
Download | ||||||
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% |