Legacy Financial Group 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 91 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Financial Group LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$13,278,523,000
+104422.0%
590,682
+4.8%
3.12%
-4.6%
Q2 2023$12,704,047
+4.6%
563,372
+4.3%
3.27%
-1.5%
Q1 2023$12,143,710
+5.9%
540,201
+4.2%
3.32%
-3.2%
Q4 2022$11,462,860
+5.8%
518,447
+4.0%
3.43%
-5.1%
Q3 2022$10,839,000
+0.8%
498,322
+1.7%
3.62%
+6.7%
Q2 2022$10,754,000
+2.8%
489,911
+11.3%
3.39%
+10.6%
Q1 2022$10,464,000
+1.1%
440,213
+3.7%
3.07%
-31.1%
Q4 2021$10,352,000
+5.7%
424,477
+6.5%
4.45%
+51.9%
Q3 2021$9,795,000
+3.4%
398,506
+4.0%
2.93%
+2.4%
Q2 2021$9,477,000
+3.9%
383,354
+3.2%
2.86%
-9.7%
Q1 2021$9,120,000
+32.5%
371,498
+32.3%
3.17%
+19.7%
Q4 2020$6,884,000280,8442.65%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2021
NameSharesValueWeighting ↓
Legacy Financial Group LLC 498,322$10,839,0003.62%
Straight Path Wealth Management 160,127$3,483,0003.13%
Ironwood Financial, llc 413,289$8,989,0002.98%
Denver PWM, LLC 214,365$4,701,0002.62%
BANTA ASSET MANAGEMENT LP 89,850$1,954,0002.60%
SFE Investment Counsel 364,252$7,922,0002.50%
Harrison & Co Wealth Management, LLC 101,570$2,209,0002.34%
WFA of San Diego, LLC 116,946$2,544,0002.29%
S.E.E.D. Planning Group LLC 187,305$4,074,0001.90%
RPg Family Wealth Advisory, LLC 114,668$2,554,0001.34%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders