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 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2022
NameSharesValueWeighting ↓
ADVISORS MANAGEMENT GROUP INC /ADV 1,477,736$34,505,00010.29%
Oder Investment Management, LLC 158,632$3,704,0004.83%
Tatro Capital, LLC 254,133$5,934,0004.05%
COLLECTIVE FAMILY OFFICE LLC 387,450$9,047,0003.87%
GILL CAPITAL PARTNERS, LLC 325,241$7,594,0003.56%
Crescent Capital Consulting, LLC 727,892$17,000,0003.18%
WFA of San Diego, LLC 166,583$3,890,0003.02%
Legacy Financial Group LLC 404,286$9,440,0002.85%
IMA Wealth, Inc. 510,797$11,927,0002.79%
Mirador Capital Partners LP 508,775$11,880,0002.69%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders