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 | $1,167,696 | +6.2% | 51,944 | +6.6% | 0.08% | +13.4% |
| Q2 2023 | $1,099,084 | +3.3% | 48,740 | +3.0% | 0.07% | -2.9% |
| Q1 2023 | $1,063,958 | +3.7% | 47,329 | +2.0% | 0.07% | -4.2% |
| Q4 2022 | $1,025,843 | +101569.3% | 46,397 | 0.0% | 0.07% | -8.9% |
| Q3 2022 | $1,009 | -1.2% | 46,397 | -0.3% | 0.08% | -2.5% |
| Q2 2022 | $1,021 | -10.3% | 46,522 | -2.9% | 0.08% | +5.2% |
| Q1 2022 | $1,138 | +10.7% | 47,893 | +14.4% | 0.08% | -3.8% |
| Q4 2021 | $1,028 | – | 41,866 | – | 0.08% | – |
Download | ||||||
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% |