INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 67 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $514,101 | +102926.3% | 7,423 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $499 | -67.1% | 7,423 | -67.5% | 0.00% | -75.0% |
| Q4 2022 | $1,519 | -99.9% | 22,852 | -0.1% | 0.01% | +14.3% |
| Q3 2022 | $1,377,000 | -5.4% | 22,885 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $1,456,000 | -8.9% | 22,885 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $1,598,000 | -3.7% | 22,710 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,660,000 | +10.7% | 22,710 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $1,500,000 | +0.3% | 22,707 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,496,000 | +414.1% | 22,707 | +375.6% | 0.01% | +300.0% |
| Q1 2021 | $291,000 | +1718.8% | 4,774 | +1617.3% | 0.00% | – |
| Q4 2020 | $16,000 | +6.7% | 278 | +1.1% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 275 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | +16.7% | 275 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | – | 275 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 50,341 | $3,348,024 | 5.16% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 61,898 | $4,116,644 | 1.51% |
| Rooted Wealth Advisors, Inc. | 25,582 | $1,701 | 1.43% |
| Avant Capital LLC | 15,890 | $1,056,781 | 1.30% |
| Solstein Capital, LLC | 22,499 | $1,496,339 | 1.25% |
| BerganKDV Wealth Management, LLC | 152,920 | $10,170,228 | 1.10% |
| PACIFIC SUN FINANCIAL CORP | 22,034 | $1,465,417 | 1.03% |
| 1900 WEALTH MANAGEMENT LLC | 106,861 | $7,106,969 | 0.77% |
| Connecticut Wealth Management, LLC | 133,168 | $8,856,578 | 0.75% |
| SFG Wealth Management, LLC. | 6,151 | $409,084 | 0.50% |