INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,275,369 | -5.0% | 56,734 | -4.7% | 0.19% | -13.9% |
| Q2 2023 | $1,342,052 | +0.8% | 59,515 | +0.5% | 0.22% | -18.9% |
| Q1 2023 | $1,331,059 | +132.9% | 59,211 | +129.1% | 0.28% | +120.0% |
| Q4 2022 | $571,488 | -4.3% | 25,848 | -5.8% | 0.12% | -30.6% |
| Q3 2022 | $597,000 | -13.5% | 27,443 | -12.6% | 0.18% | -16.3% |
| Q2 2022 | $690,000 | -25.0% | 31,414 | -18.9% | 0.22% | -0.5% |
| Q1 2022 | $920,000 | +202.6% | 38,721 | +214.5% | 0.22% | +166.7% |
| Q2 2021 | $304,000 | +25.1% | 12,310 | +18.8% | 0.08% | -27.0% |
| Q4 2020 | $243,000 | – | 10,361 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Family Insurance Mutual Holding Co | 25,522,000 | $573,734,560 | 44.63% |
| Sterling Financial Group, Inc. | 567,792 | $12,763,968 | 8.02% |
| BANTA ASSET MANAGEMENT LP | 188,735 | $4,242,763 | 5.28% |
| Legacy Financial Group LLC | 590,682 | $13,278,523,000 | 3.12% |
| Ironwood Financial, llc | 497,589 | $11,185,809 | 3.00% |
| Oder Investment Management, LLC | 103,369 | $2,323,733 | 2.52% |
| Denver PWM, LLC | 264,710 | $5,939,288 | 2.48% |
| SFE Investment Counsel | 302,833 | $6,807,686 | 1.98% |
| WFA of San Diego, LLC | 69,289 | $1,557,617 | 1.61% |
| Horizons Wealth Management | 94,164 | $2,116,807 | 1.54% |