INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 96 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,350,815 | -5.6% | 148,070 | -4.9% | 0.17% | -8.1% |
| Q2 2023 | $3,550,539 | -1.6% | 155,726 | -1.3% | 0.18% | -10.2% |
| Q1 2023 | $3,607,089 | +22.4% | 157,756 | +20.5% | 0.21% | +11.4% |
| Q4 2022 | $2,948,137 | -15.3% | 130,941 | -17.7% | 0.18% | -30.2% |
| Q3 2022 | $3,481,000 | +129.8% | 159,075 | +133.2% | 0.26% | +97.8% |
| Q2 2022 | $1,515,000 | -13.6% | 68,209 | -4.9% | 0.13% | +0.8% |
| Q1 2022 | $1,753,000 | – | 71,714 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 332,416 | $8,126,000 | 2.38% |
| Ironwood Financial, llc | 328,499 | $8,030,000 | 2.27% |
| Harrison & Co Wealth Management, LLC | 98,611 | $2,411,000 | 2.11% |
| Camelot Portfolios, LLC | 165,604 | $4,048,000 | 2.01% |
| BANTA ASSET MANAGEMENT LP | 88,400 | $2,161,000 | 1.74% |
| SFE Investment Counsel | 113,150 | $2,766,000 | 0.70% |
| 4Thought Financial Group Inc. | 26,142 | $639,000 | 0.57% |
| IRON Financial LLC | 43,221 | $1,057,000 | 0.49% |
| Avestar Capital, LLC | 77,780 | $1,901,000 | 0.30% |
| Straight Path Wealth Management | 14,146 | $346,000 | 0.29% |