INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,622,000 | -1.4% | 119,340 | -1.0% | 1.01% | +1.0% |
| Q2 2022 | $2,658,000 | -8.6% | 120,547 | -5.7% | 1.00% | +5.4% |
| Q1 2022 | $2,909,000 | -1.2% | 127,855 | -0.0% | 0.95% | -0.7% |
| Q4 2021 | $2,945,000 | -2.6% | 127,880 | -1.9% | 0.96% | +6.4% |
| Q3 2021 | $3,025,000 | +0.2% | 130,332 | +0.4% | 0.90% | -3.7% |
| Q2 2021 | $3,020,000 | +3.3% | 129,772 | +3.5% | 0.94% | -2.9% |
| Q1 2021 | $2,924,000 | +3.6% | 125,373 | +3.1% | 0.96% | -19.2% |
| Q4 2020 | $2,822,000 | – | 121,590 | – | 1.20% | – |
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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% |