INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $831,000 | -17.5% | 37,847 | -17.2% | 0.02% | -11.1% |
| Q2 2022 | $1,007,000 | -16.6% | 45,689 | -13.4% | 0.02% | -5.3% |
| Q1 2022 | $1,208,000 | -19.7% | 52,744 | -18.5% | 0.02% | -17.4% |
| Q4 2021 | $1,504,000 | -26.5% | 64,737 | -26.5% | 0.02% | -34.3% |
| Q3 2021 | $2,046,000 | -22.1% | 88,028 | -21.7% | 0.04% | -20.5% |
| Q2 2021 | $2,626,000 | -99.9% | 112,450 | -27.4% | 0.04% | +37.5% |
| Q1 2021 | $3,617,708,000 | +5652568.8% | 154,934 | +5562.8% | 0.03% | +3100.0% |
| Q4 2020 | $64,000 | -69.4% | 2,736 | -70.1% | 0.00% | -80.0% |
| Q3 2020 | $209,000 | +2.5% | 9,136 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $204,000 | – | 9,136 | – | 0.01% | – |
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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% |