INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $85,000 | -37.5% | 3,880 | -37.3% | 0.01% | -14.3% |
Q2 2022 | $136,000 | -37.9% | 6,185 | -35.4% | 0.01% | -22.2% |
Q1 2022 | $219,000 | -25.5% | 9,573 | -24.4% | 0.01% | -18.2% |
Q4 2021 | $294,000 | -4.5% | 12,663 | -4.7% | 0.01% | -8.3% |
Q3 2021 | $308,000 | -13.5% | 13,288 | -12.8% | 0.01% | -14.3% |
Q2 2021 | $356,000 | +0.3% | 15,238 | -0.0% | 0.01% | +40.0% |
Q1 2021 | $355,000 | +2.3% | 15,240 | -0.7% | 0.01% | -28.6% |
Q4 2020 | $347,000 | +26.2% | 15,340 | +26.7% | 0.01% | 0.0% |
Q3 2020 | $275,000 | +5.4% | 12,108 | +3.0% | 0.01% | -6.7% |
Q2 2020 | $261,000 | -0.8% | 11,758 | -4.1% | 0.02% | -16.7% |
Q1 2020 | $263,000 | -9.3% | 12,258 | +2.9% | 0.02% | +20.0% |
Q4 2019 | $290,000 | +4.3% | 11,915 | +4.4% | 0.02% | -11.8% |
Q3 2019 | $278,000 | -0.4% | 11,415 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $279,000 | +1.1% | 11,415 | +0.9% | 0.02% | -5.6% |
Q1 2019 | $276,000 | +14.0% | 11,315 | +8.1% | 0.02% | 0.0% |
Q4 2018 | $242,000 | +5.7% | 10,465 | +12.3% | 0.02% | +20.0% |
Q3 2018 | $229,000 | +367.3% | 9,315 | +364.6% | 0.02% | +275.0% |
Q2 2018 | $49,000 | – | 2,005 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ADVISORS MANAGEMENT GROUP INC /ADV | 1,456,245 | $33,829,000 | 10.14% |
Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |