INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 116 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,149 | +1.3% | 16,685 | +1.3% | 0.25% | +4.1% |
| Q2 2023 | $370,402 | -13.5% | 16,477 | -13.6% | 0.24% | -18.2% |
| Q1 2023 | $428,107 | +2.6% | 19,066 | +1.0% | 0.30% | -3.6% |
| Q4 2022 | $417,405 | +3.3% | 18,870 | +1.0% | 0.31% | -2.2% |
| Q3 2022 | $404,000 | +59.7% | 18,678 | +60.9% | 0.31% | +67.0% |
| Q2 2022 | $253,000 | -1.6% | 11,607 | +7.7% | 0.19% | +14.6% |
| Q1 2022 | $257,000 | +1.6% | 10,774 | +6.4% | 0.16% | +3.8% |
| Q4 2021 | $253,000 | 0.0% | 10,129 | +0.4% | 0.16% | -10.7% |
| Q3 2021 | $253,000 | +11.0% | 10,090 | +11.5% | 0.18% | +14.2% |
| Q2 2021 | $228,000 | +356.0% | 9,050 | +352.5% | 0.16% | +269.0% |
| Q3 2019 | $50,000 | -2.0% | 2,000 | 0.0% | 0.04% | -6.7% |
| Q2 2019 | $51,000 | +2.0% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $50,000 | – | 2,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oder Investment Management, LLC | 163,091 | $3,607,582 | 4.48% |
| IMA Wealth, Inc. | 536,629 | $11,870,237 | 3.14% |
| Ironwood Financial, llc | 396,490 | $8,770,363 | 2.73% |
| BANTA ASSET MANAGEMENT LP | 89,725 | $1,984,717 | 2.67% |
| Harrison & Co Wealth Management, LLC | 103,256 | $2,284,023 | 2.21% |
| S.E.E.D. Planning Group LLC | 221,104 | $4,890,820 | 2.12% |
| SFE Investment Counsel | 290,902 | $6,536,568 | 2.03% |
| WFA of San Diego, LLC | 119,814 | $2,650,286 | 2.03% |
| Masso Torrence Wealth Management Inc. | 101,113 | $2,236,630 | 1.78% |
| Intrua Financial, LLC | 327,122 | $7,350,430 | 1.70% |