INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 131 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,456,245 | $33,829,000 | 10.14% |
| Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
| Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
| Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
| IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
| Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
| COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
| GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
| Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
| Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |