INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $741,000 | -0.1% | 31,974 | +0.0% | 0.01% | -12.5% |
| Q3 2021 | $742,000 | -1.3% | 31,967 | -0.7% | 0.01% | +14.3% |
| Q2 2021 | $752,000 | -0.7% | 32,183 | -0.7% | 0.01% | -12.5% |
| Q1 2021 | $757,000 | -3.2% | 32,403 | -3.3% | 0.01% | -11.1% |
| Q4 2020 | $782,000 | +0.4% | 33,520 | -1.6% | 0.01% | -10.0% |
| Q3 2020 | $779,000 | +0.9% | 34,050 | -1.7% | 0.01% | -9.1% |
| Q2 2020 | $772,000 | -52.5% | 34,630 | -53.9% | 0.01% | -52.2% |
| Q1 2020 | $1,624,000 | – | 75,158 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 523,003 | $12,207,000 | 4.98% |
| Tatro Capital, LLC | 210,794 | $4,920,000 | 4.59% |
| Oder Investment Management, LLC | 125,613 | $2,929,000 | 2.87% |
| COLLECTIVE FAMILY OFFICE LLC | 210,330 | $4,909,000 | 2.73% |
| Legacy Financial Group LLC | 303,611 | $7,086,000 | 2.72% |
| Ironwood Financial, llc | 301,816 | $7,044,000 | 2.64% |
| IMA Wealth, Inc. | 395,456 | $9,230,000 | 2.59% |
| Vista Private Wealth Partners. LLC | 207,008 | $4,825,000 | 2.40% |
| Camelot Portfolios, LLC | 187,308 | $4,372,000 | 2.28% |
| GILL CAPITAL PARTNERS, LLC | 162,436 | $3,791,000 | 2.26% |