INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $287,000 | -0.3% | 13,075 | 0.0% | 0.13% | +15.0% |
| Q2 2022 | $288,000 | -4.0% | 13,075 | 0.0% | 0.11% | +18.9% |
| Q1 2022 | $300,000 | -2.6% | 13,075 | -1.7% | 0.10% | -1.0% |
| Q4 2021 | $308,000 | -12.5% | 13,303 | -12.5% | 0.10% | -23.2% |
| Q3 2021 | $352,000 | -0.8% | 15,207 | 0.0% | 0.12% | -3.1% |
| Q2 2021 | $355,000 | -11.5% | 15,207 | -11.5% | 0.13% | -18.4% |
| Q1 2021 | $401,000 | 0.0% | 17,183 | 0.0% | 0.16% | -8.1% |
| Q4 2020 | $401,000 | +1.8% | 17,183 | 0.0% | 0.17% | -13.1% |
| Q3 2020 | $394,000 | +2.9% | 17,183 | 0.0% | 0.20% | -23.6% |
| Q2 2020 | $383,000 | +2.4% | 17,183 | -0.5% | 0.26% | -22.0% |
| Q1 2020 | $374,000 | -25.1% | 17,272 | -15.3% | 0.33% | -15.7% |
| Q4 2019 | $499,000 | – | 20,396 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 523,003 | $12,207,000 | 4.98% |
| Tatro Capital, LLC | 210,794 | $4,920,000 | 4.59% |
| Oder Investment Management, LLC | 125,613 | $2,929,000 | 2.87% |
| COLLECTIVE FAMILY OFFICE LLC | 210,330 | $4,909,000 | 2.73% |
| Legacy Financial Group LLC | 303,611 | $7,086,000 | 2.72% |
| Ironwood Financial, llc | 301,816 | $7,044,000 | 2.64% |
| IMA Wealth, Inc. | 395,456 | $9,230,000 | 2.59% |
| Vista Private Wealth Partners. LLC | 207,008 | $4,825,000 | 2.40% |
| Camelot Portfolios, LLC | 187,308 | $4,372,000 | 2.28% |
| GILL CAPITAL PARTNERS, LLC | 162,436 | $3,791,000 | 2.26% |