INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $225,000 | -1.3% | 10,234 | +4.5% | 0.20% | +27.8% |
| Q2 2021 | $228,000 | -51.5% | 9,790 | -51.2% | 0.16% | -8.7% |
| Q1 2021 | $470,000 | +131.5% | 20,082 | +130.5% | 0.17% | +10.2% |
| Q4 2020 | $203,000 | -6.0% | 8,712 | -0.9% | 0.16% | -15.1% |
| Q4 2019 | $216,000 | +2.9% | 8,794 | +1.3% | 0.18% | -3.1% |
| Q3 2019 | $210,000 | -0.9% | 8,678 | +0.6% | 0.19% | -1.0% |
| Q2 2019 | $212,000 | +0.5% | 8,625 | +0.4% | 0.19% | -0.5% |
| Q1 2019 | $211,000 | +5.5% | 8,589 | +3.9% | 0.19% | +3.2% |
| Q4 2018 | $200,000 | +277.4% | 8,268 | +276.7% | 0.19% | +283.7% |
| Q3 2018 | $53,000 | 0.0% | 2,195 | +0.7% | 0.05% | -18.3% |
| Q2 2018 | $53,000 | – | 2,179 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |