Geneos Wealth Management Inc. - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 56 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$359,591
+3.2%
15,890
+4.0%
0.02%
+5.6%
Q2 2023$348,361
+146.7%
15,279
+147.5%
0.02%
+100.0%
Q1 2023$141,199
-8.4%
6,174
-9.8%
0.01%0.0%
Q4 2022$154,217
+38.9%
6,848
+34.7%
0.01%
+12.5%
Q3 2022$111,000
-8.3%
5,083
-6.4%
0.01%
+33.3%
Q2 2022$121,000
-12.9%
5,428
-4.7%
0.01%0.0%
Q1 2022$139,000
-0.7%
5,694
+3.6%
0.01%
+20.0%
Q4 2021$140,000
+11.1%
5,496
+11.5%
0.01%0.0%
Q3 2021$126,000
+5.0%
4,931
+6.2%
0.01%0.0%
Q2 2021$120,000
+8.1%
4,642
+7.3%
0.01%
+66.7%
Q1 2021$111,000
-7.5%
4,326
-8.7%
0.00%
-40.0%
Q4 2020$120,000
+18.8%
4,739
+13.8%
0.01%0.0%
Q3 2020$101,000
+32.9%
4,163
+28.8%
0.01%
+25.0%
Q2 2020$76,000
+145.2%
3,233
+121.7%
0.00%
+100.0%
Q1 2020$31,000
+138.5%
1,458
+190.4%
0.00%
+100.0%
Q4 2019$13,000–502–0.00%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
BANTA ASSET MANAGEMENT LP 188,735$4,271,0735.32%
Legacy Financial Group LLC 583,112$13,195,833,0003.10%
GPM Growth Investors, Inc. 255,038$5,771,5103.02%
Ironwood Financial, llc 469,658$10,628,3552.86%
Insight Wealth Partners, LLC 592,571$13,409,8822.60%
SFE Investment Counsel 302,187$6,838,4921.99%
Camelot Portfolios, LLC 89,251$2,019,7521.93%
Sound Stewardship, LLC 93,531$2,116,6161.42%
S.E.E.D. Planning Group LLC 137,407$3,109,5201.20%
RPg Family Wealth Advisory, LLC 125,265$2,834,7471.16%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders