INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 26 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,556 | +7.0% | 17,373 | +7.3% | 0.26% | +10.1% |
| Q2 2023 | $364,960 | -8.4% | 16,184 | -8.7% | 0.24% | -13.8% |
| Q1 2023 | $398,371 | +2.9% | 17,721 | +1.2% | 0.28% | -3.2% |
| Q4 2022 | $387,306 | +2.7% | 17,517 | +1.2% | 0.28% | -2.7% |
| Q3 2022 | $377,000 | +66.1% | 17,314 | +67.8% | 0.29% | +74.4% |
| Q2 2022 | $227,000 | -7.0% | 10,321 | +0.5% | 0.17% | +7.7% |
| Q1 2022 | $244,000 | -2.8% | 10,269 | +0.5% | 0.16% | -0.6% |
| Q4 2021 | $251,000 | +11.1% | 10,222 | +11.4% | 0.16% | -0.6% |
| Q3 2021 | $226,000 | 0.0% | 9,178 | +0.4% | 0.16% | +2.6% |
| Q2 2021 | $226,000 | +361.2% | 9,137 | +356.8% | 0.15% | +275.6% |
| Q3 2019 | $49,000 | 0.0% | 2,000 | 0.0% | 0.04% | -4.7% |
| Q2 2019 | $49,000 | +2.1% | 2,000 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $48,000 | – | 2,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 498,322 | $10,839,000 | 3.62% |
| Straight Path Wealth Management | 160,127 | $3,483,000 | 3.13% |
| Ironwood Financial, llc | 413,289 | $8,989,000 | 2.98% |
| Vista Private Wealth Partners. LLC | 214,365 | $4,701,000 | 2.62% |
| BANTA ASSET MANAGEMENT LP | 89,850 | $1,954,000 | 2.60% |
| SFE Investment Counsel | 364,252 | $7,922,000 | 2.50% |
| Harrison & Co Wealth Management, LLC | 101,570 | $2,209,000 | 2.34% |
| WFA of San Diego, LLC | 116,946 | $2,544,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 187,305 | $4,074,000 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,668 | $2,554,000 | 1.34% |