INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $403,000 | -66.5% | 18,327 | -66.4% | 0.14% | -64.5% |
| Q2 2022 | $1,203,000 | -55.4% | 54,571 | -53.7% | 0.38% | -52.0% |
| Q1 2022 | $2,700,000 | -40.9% | 117,836 | -40.2% | 0.79% | -59.7% |
| Q4 2021 | $4,566,000 | -44.8% | 197,171 | -44.6% | 1.96% | -20.7% |
| Q3 2021 | $8,270,000 | -12.4% | 355,840 | -12.0% | 2.47% | -13.2% |
| Q2 2021 | $9,440,000 | +4.4% | 404,286 | +4.4% | 2.85% | -9.3% |
| Q1 2021 | $9,043,000 | +27.6% | 387,285 | +27.6% | 3.14% | +15.3% |
| Q4 2020 | $7,086,000 | – | 303,611 | – | 2.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 251,831 | $6,208,000 | 3.30% |
| Pacific Wealth Strategies Group, Inc. | 109,609 | $2,702,000 | 1.73% |
| SFE Investment Counsel | 159,734 | $3,937,000 | 1.52% |
| FCA CORP /TX | 147,240 | $3,629,000 | 1.39% |
| Allen Capital Group, LLC | 128,539 | $3,168,000 | 1.05% |
| Camelot Portfolios, LLC | 90,635 | $2,234,000 | 1.01% |
| Mirador Capital Partners LP | 54,124 | $1,334,000 | 0.65% |
| Denver PWM, LLC | 35,843 | $865,000 | 0.65% |
| Timber Creek Capital Management LLC | 40,631 | $1,001,000 | 0.65% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 54,163 | $1,335,000 | 0.61% |