INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |