INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $616,000 | -1.0% | 28,031 | -0.6% | 0.61% | +3.8% |
| Q2 2022 | $622,000 | -13.6% | 28,212 | -10.2% | 0.58% | -8.6% |
| Q1 2022 | $720,000 | -1.4% | 31,417 | 0.0% | 0.64% | +8.3% |
| Q4 2021 | $730,000 | +18.5% | 31,417 | +18.6% | 0.59% | +10.3% |
| Q3 2021 | $616,000 | +11.4% | 26,493 | +11.8% | 0.54% | +7.2% |
| Q2 2021 | $553,000 | +7.4% | 23,687 | +7.3% | 0.50% | +0.4% |
| Q1 2021 | $515,000 | – | 22,072 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,479,022 | $34,535,000 | 10.85% |
| Oder Investment Management, LLC | 143,815 | $3,358,000 | 4.59% |
| Tatro Capital, LLC | 229,075 | $5,349,000 | 4.14% |
| Legacy Financial Group LLC | 387,285 | $9,043,000 | 3.14% |
| Mirador Capital Partners LP | 524,244 | $12,241,000 | 3.14% |
| WFA of San Diego, LLC | 152,342 | $3,557,000 | 2.95% |
| COLLECTIVE FAMILY OFFICE LLC | 245,857 | $5,741,000 | 2.80% |
| Ironwood Financial, llc | 366,349 | $8,554,000 | 2.79% |
| IMA Wealth, Inc. | 460,609 | $10,755,000 | 2.64% |
| Denver PWM, LLC | 193,348 | $4,420,000 | 2.58% |