INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 52 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,820 | +6.2% | 16,651 | +7.0% | 0.25% | +9.1% |
| Q2 2023 | $354,784 | +22.3% | 15,561 | +22.7% | 0.23% | +15.4% |
| Q1 2023 | $290,033 | +2.3% | 12,685 | +0.7% | 0.20% | -3.8% |
| Q4 2022 | $283,527 | +19.1% | 12,593 | +16.0% | 0.21% | +13.0% |
| Q3 2022 | $238,000 | -0.8% | 10,857 | +0.4% | 0.18% | +3.9% |
| Q2 2022 | $240,000 | -9.1% | 10,818 | +0.2% | 0.18% | +5.3% |
| Q1 2022 | $264,000 | +16.8% | 10,800 | +22.7% | 0.17% | +19.9% |
| Q4 2021 | $226,000 | – | 8,800 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Insight Wealth Partners, LLC | 482,706 | $10,868,126 | 8.13% |
| Legacy Financial Group LLC | 479,042 | $10,785,630 | 3.23% |
| GPM Growth Investors, Inc. | 209,393 | $4,714,484 | 2.86% |
| BANTA ASSET MANAGEMENT LP | 91,225 | $2,053,931 | 2.76% |
| Ironwood Financial, llc | 367,066 | $8,264,481 | 2.57% |
| Harrison & Co Wealth Management, LLC | 100,515 | $2,263,092 | 2.19% |
| SFE Investment Counsel | 265,437 | $6,122,305 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,194 | $2,571,078 | 1.76% |
| Camelot Portfolios, LLC | 105,221 | $2,369,043 | 1.75% |
| Sound Stewardship, LLC | 89,355 | $2,011,836 | 1.49% |