INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,203,827 | -37.5% | 142,519 | -37.3% | 1.24% | -31.3% |
| Q2 2023 | $5,128,479 | +3.3% | 227,427 | +2.9% | 1.80% | -6.1% |
| Q1 2023 | $4,966,664 | +2.3% | 220,937 | +0.6% | 1.92% | -8.9% |
| Q4 2022 | $4,856,528 | +19.2% | 219,653 | +17.3% | 2.10% | +10.5% |
| Q3 2022 | $4,074,000 | +26.2% | 187,305 | +27.3% | 1.90% | +30.3% |
| Q2 2022 | $3,229,000 | -18.0% | 147,085 | -11.3% | 1.46% | -13.0% |
| Q1 2022 | $3,940,000 | -11.2% | 165,766 | -8.3% | 1.68% | -12.8% |
| Q4 2021 | $4,438,000 | +2.6% | 180,704 | +2.7% | 1.93% | -5.6% |
| Q3 2021 | $4,326,000 | +14.5% | 176,000 | +15.2% | 2.04% | +9.8% |
| Q2 2021 | $3,777,000 | +9.9% | 152,787 | +9.2% | 1.86% | -1.4% |
| Q1 2021 | $3,436,000 | – | 139,971 | – | 1.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Family Insurance Mutual Holding Co | 25,522,000 | $573,734,560 | 44.63% |
| Sterling Financial Group, Inc. | 567,792 | $12,763,968 | 8.02% |
| BANTA ASSET MANAGEMENT LP | 188,735 | $4,242,763 | 5.28% |
| Legacy Financial Group LLC | 590,682 | $13,278,523,000 | 3.12% |
| Ironwood Financial, llc | 497,589 | $11,185,809 | 3.00% |
| Oder Investment Management, LLC | 103,369 | $2,323,733 | 2.52% |
| Denver PWM, LLC | 264,710 | $5,939,288 | 2.48% |
| SFE Investment Counsel | 302,833 | $6,807,686 | 1.98% |
| WFA of San Diego, LLC | 69,289 | $1,557,617 | 1.61% |
| Horizons Wealth Management | 94,164 | $2,116,807 | 1.54% |