INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 137 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,453,000 | +1.6% | 281,679 | +3.1% | 4.83% | +5.9% |
| Q4 2021 | $6,349,000 | +4.7% | 273,326 | +4.7% | 4.56% | -3.7% |
| Q3 2021 | $6,065,000 | +2.2% | 260,975 | +2.7% | 4.74% | +17.0% |
| Q2 2021 | $5,934,000 | +10.9% | 254,133 | +10.9% | 4.05% | -2.2% |
| Q1 2021 | $5,349,000 | +8.7% | 229,075 | +8.7% | 4.14% | -9.6% |
| Q4 2020 | $4,920,000 | +9.5% | 210,794 | +7.2% | 4.59% | -10.7% |
| Q3 2020 | $4,494,000 | +34469.2% | 196,572 | +33617.3% | 5.14% | +22226.1% |
| Q1 2020 | $13,000 | – | 583 | – | 0.02% | – |
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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% |