INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 134 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,148 | +1.3% | 15,974 | +1.3% | 0.29% | +2.1% |
| Q2 2023 | $354,568 | -33.8% | 15,772 | -33.9% | 0.28% | -36.1% |
| Q1 2023 | $535,849 | +3.4% | 23,864 | +1.9% | 0.44% | -5.1% |
| Q4 2022 | $518,000 | +2.6% | 23,413 | +0.3% | 0.47% | -6.0% |
| Q3 2022 | $505,000 | -1.0% | 23,344 | -0.3% | 0.50% | +3.8% |
| Q2 2022 | $510,000 | -15.6% | 23,422 | -7.6% | 0.48% | -10.6% |
| Q1 2022 | $604,000 | -4.1% | 25,343 | +0.5% | 0.54% | +5.3% |
| Q4 2021 | $630,000 | +17.8% | 25,221 | +17.9% | 0.51% | +9.5% |
| Q3 2021 | $535,000 | +10.8% | 21,384 | +11.4% | 0.46% | +6.7% |
| Q2 2021 | $483,000 | +9.3% | 19,198 | +8.5% | 0.44% | +2.3% |
| Q1 2021 | $442,000 | – | 17,689 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oder Investment Management, LLC | 163,091 | $3,607,582 | 4.48% |
| IMA Wealth, Inc. | 536,629 | $11,870,237 | 3.14% |
| Ironwood Financial, llc | 396,490 | $8,770,363 | 2.73% |
| BANTA ASSET MANAGEMENT LP | 89,725 | $1,984,717 | 2.67% |
| Harrison & Co Wealth Management, LLC | 103,256 | $2,284,023 | 2.21% |
| S.E.E.D. Planning Group LLC | 221,104 | $4,890,820 | 2.12% |
| SFE Investment Counsel | 290,902 | $6,536,568 | 2.03% |
| WFA of San Diego, LLC | 119,814 | $2,650,286 | 2.03% |
| Masso Torrence Wealth Management Inc. | 101,113 | $2,236,630 | 1.78% |
| Intrua Financial, LLC | 327,122 | $7,350,430 | 1.70% |