INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 121 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $684,684,000 | +97712.0% | 62,280 | +96.2% | 0.01% | 0.0% |
| Q2 2022 | $700,000 | -14.6% | 31,745 | -11.3% | 0.01% | -22.2% |
| Q1 2022 | $820,000 | -4.9% | 35,805 | -3.5% | 0.01% | 0.0% |
| Q4 2021 | $862,000 | -78.9% | 37,097 | -78.9% | 0.01% | -78.0% |
| Q3 2021 | $4,093,000 | +94.0% | 176,098 | +94.9% | 0.04% | +70.8% |
| Q2 2021 | $2,110,000 | -13.5% | 90,347 | -13.5% | 0.02% | -22.6% |
| Q1 2021 | $2,440,000 | -45.6% | 104,492 | -45.7% | 0.03% | -40.4% |
| Q4 2020 | $4,486,000 | -99.9% | 192,358 | +42.4% | 0.05% | -10.3% |
| Q3 2020 | $3,089,000,000 | – | 135,115 | – | 0.06% | – |
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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% |