Robertson Stephens Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

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
Robertson Stephens Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$2,444,902
-32.5%
108,759
-32.3%
0.16%
-35.5%
Q2 2023$3,622,703
+1.4%
160,652
+1.1%
0.26%
-6.9%
Q1 2023$3,571,780
-9.2%
158,887
-10.7%
0.28%
-28.2%
Q4 2022$3,934,541177,9530.38%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
American Family Insurance Mutual Holding Co 25,522,000$573,734,56044.63%
Sterling Financial Group, Inc. 567,792$12,763,9688.02%
BANTA ASSET MANAGEMENT LP 188,735$4,242,7635.28%
Legacy Financial Group LLC 590,682$13,278,523,0003.12%
Ironwood Financial, llc 497,589$11,185,8093.00%
Oder Investment Management, LLC 103,369$2,323,7332.52%
Denver PWM, LLC 264,710$5,939,2882.48%
SFE Investment Counsel 302,833$6,807,6861.98%
WFA of San Diego, LLC 69,289$1,557,6171.61%
Horizons Wealth Management 94,164$2,116,8071.54%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders