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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,552,000 | +592.9% | 70,382 | +635.2% | 0.13% | +337.9% |
| Q2 2021 | $224,000 | -62.9% | 9,573 | -63.0% | 0.03% | -67.0% |
| Q1 2021 | $604,000 | -15.5% | 25,881 | -15.6% | 0.09% | -22.1% |
| Q4 2020 | $715,000 | +1.3% | 30,651 | -0.8% | 0.11% | -34.7% |
| Q3 2020 | $706,000 | -4.7% | 30,887 | -7.2% | 0.17% | -30.2% |
| Q2 2020 | $741,000 | +42.8% | 33,271 | +38.8% | 0.25% | +7.8% |
| Q1 2020 | $519,000 | +110.1% | 23,969 | +136.7% | 0.23% | +93.3% |
| Q4 2019 | $247,000 | -8.9% | 10,125 | -9.0% | 0.12% | -7.0% |
| Q3 2019 | $271,000 | -90.1% | 11,125 | 0.0% | 0.13% | +16.4% |
| Q2 2019 | $2,728,000 | +902.9% | 11,125 | 0.0% | 0.11% | -11.3% |
| Q1 2019 | $272,000 | +5.4% | 11,125 | 0.0% | 0.12% | -18.4% |
| Q4 2018 | $258,000 | – | 11,125 | – | 0.15% | – |
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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% |