INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 131 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 1,456,245 | $33,829,000 | 10.14% |
| Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
| Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
| Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
| IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
| Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
| COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
| GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
| Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
| Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |