INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,878,980 | +11.1% | 261,474 | +11.1% | 0.01% | 0.0% |
| Q2 2023 | $5,289,854 | +5.5% | 235,320 | +5.4% | 0.01% | 0.0% |
| Q1 2023 | $5,012,790 | +70.2% | 223,284 | +67.7% | 0.01% | +50.0% |
| Q4 2022 | $2,945,000 | +65.1% | 133,114 | +61.3% | 0.01% | +50.0% |
| Q3 2022 | $1,784,000 | -41.6% | 82,526 | -41.0% | 0.00% | -42.9% |
| Q2 2022 | $3,055,000 | +97.5% | 139,805 | +1.7% | 0.01% | +133.3% |
| Q1 2022 | $1,547,000 | -53.1% | 137,465 | +4.2% | 0.00% | -50.0% |
| Q4 2021 | $3,296,000 | +314.1% | 131,960 | +315.2% | 0.01% | +200.0% |
| Q3 2021 | $796,000 | +10.4% | 31,786 | +10.9% | 0.00% | 0.0% |
| Q2 2021 | $721,000 | +7.5% | 28,660 | +6.8% | 0.00% | 0.0% |
| Q1 2021 | $671,000 | +10.0% | 26,839 | +9.7% | 0.00% | 0.0% |
| Q4 2020 | $610,000 | +10.7% | 24,471 | +7.0% | 0.00% | 0.0% |
| Q3 2020 | $551,000 | -59.2% | 22,873 | -60.2% | 0.00% | -60.0% |
| Q2 2020 | $1,349,000 | -26.6% | 57,520 | -30.5% | 0.01% | -37.5% |
| Q1 2020 | $1,839,000 | – | 82,783 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oder Investment Management, LLC | 163,091 | $3,607,582 | 4.48% |
| IMA Wealth, Inc. | 536,629 | $11,870,237 | 3.14% |
| Ironwood Financial, llc | 396,490 | $8,770,363 | 2.73% |
| BANTA ASSET MANAGEMENT LP | 89,725 | $1,984,717 | 2.67% |
| Harrison & Co Wealth Management, LLC | 103,256 | $2,284,023 | 2.21% |
| S.E.E.D. Planning Group LLC | 221,104 | $4,890,820 | 2.12% |
| SFE Investment Counsel | 290,902 | $6,536,568 | 2.03% |
| WFA of San Diego, LLC | 119,814 | $2,650,286 | 2.03% |
| Masso Torrence Wealth Management Inc. | 101,113 | $2,236,630 | 1.78% |
| Intrua Financial, LLC | 327,122 | $7,350,430 | 1.70% |