INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,394,918 | -5.2% | 151,020 | -4.9% | 0.17% | -8.0% |
| Q2 2023 | $3,580,755 | -3.5% | 158,792 | -3.8% | 0.19% | -11.8% |
| Q1 2023 | $3,711,654 | +22.4% | 165,109 | +20.4% | 0.21% | +11.0% |
| Q4 2022 | $3,032,365 | -16.2% | 137,149 | -17.6% | 0.19% | -30.5% |
| Q3 2022 | $3,620,000 | +134.3% | 166,416 | +136.5% | 0.28% | +102.2% |
| Q2 2022 | $1,545,000 | -12.3% | 70,378 | -5.0% | 0.14% | +2.3% |
| Q1 2022 | $1,761,000 | – | 74,102 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 489,911 | $10,754,000 | 3.39% |
| Straight Path Wealth Management | 149,324 | $3,278,000 | 3.21% |
| Ironwood Financial, llc | 401,731 | $8,818,000 | 2.83% |
| BANTA ASSET MANAGEMENT LP | 91,950 | $2,018,000 | 2.46% |
| Harrison & Co Wealth Management, LLC | 109,682 | $2,408,000 | 2.29% |
| WFA of San Diego, LLC | 120,004 | $2,634,000 | 2.26% |
| SFE Investment Counsel | 323,729 | $7,106,000 | 2.12% |
| RPg Family Wealth Advisory, LLC | 112,630 | $2,472,000 | 1.47% |
| S.E.E.D. Planning Group LLC | 147,085 | $3,229,000 | 1.46% |
| Oder Investment Management, LLC | 39,973 | $877,000 | 1.08% |