INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,557,617 | -5.9% | 69,289 | -5.6% | 1.61% | -0.9% |
| Q2 2023 | $1,655,148 | -16.8% | 73,399 | -17.1% | 1.63% | -21.8% |
| Q1 2023 | $1,989,795 | -22.0% | 88,514 | -23.3% | 2.08% | +6.5% |
| Q4 2022 | $2,551,538 | +0.3% | 115,402 | -1.3% | 1.95% | -14.8% |
| Q3 2022 | $2,544,000 | -3.4% | 116,946 | -2.5% | 2.29% | +1.6% |
| Q2 2022 | $2,634,000 | – | 120,004 | – | 2.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 489,911 | $10,754,000 | 3.39% |
| Straight Path Wealth Management | 149,324 | $3,278,000 | 3.21% |
| Ironwood Financial, llc | 401,731 | $8,818,000 | 2.83% |
| BANTA ASSET MANAGEMENT LP | 91,950 | $2,018,000 | 2.46% |
| Harrison & Co Wealth Management, LLC | 109,682 | $2,408,000 | 2.29% |
| WFA of San Diego, LLC | 120,004 | $2,634,000 | 2.26% |
| SFE Investment Counsel | 323,729 | $7,106,000 | 2.12% |
| RPg Family Wealth Advisory, LLC | 112,630 | $2,472,000 | 1.47% |
| S.E.E.D. Planning Group LLC | 147,085 | $3,229,000 | 1.46% |
| Oder Investment Management, LLC | 39,973 | $877,000 | 1.08% |