HERITAGE WEALTH MANAGEMENT, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 137 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$19,000
-99.9%
8580.0%0.01%0.0%
Q2 2022$18,919,000
+94495.0%
8580.0%0.01%
+20.0%
Q1 2022$20,000
-55.6%
858
-55.5%
0.01%
-68.8%
Q3 2021$45,000
-18.2%
1,930
-18.0%
0.02%
-23.8%
Q2 2021$55,0000.0%2,3550.0%0.02%
-32.3%
Q1 2021$55,0002,3550.03%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2022
NameSharesValueWeighting ↓
ADVISORS MANAGEMENT GROUP INC /ADV 1,479,022$34,535,00010.85%
Oder Investment Management, LLC 143,815$3,358,0004.59%
Tatro Capital, LLC 229,075$5,349,0004.14%
Legacy Financial Group LLC 387,285$9,043,0003.14%
Mirador Capital Partners LP 524,244$12,241,0003.14%
WFA of San Diego, LLC 152,342$3,557,0002.95%
COLLECTIVE FAMILY OFFICE LLC 245,857$5,741,0002.80%
Ironwood Financial, llc 366,349$8,554,0002.79%
IMA Wealth, Inc. 460,609$10,755,0002.64%
Denver PWM, LLC 193,348$4,420,0002.58%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders