INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $675,000 | -88.3% | 30,746 | -88.3% | 0.34% | -86.6% |
| Q2 2022 | $5,782,000 | -33.5% | 262,202 | -30.9% | 2.50% | -24.7% |
| Q1 2022 | $8,699,000 | -3.5% | 379,689 | -2.1% | 3.32% | -6.3% |
| Q4 2021 | $9,012,000 | -10.4% | 387,939 | -10.3% | 3.55% | -18.0% |
| Q3 2021 | $10,056,000 | +11.2% | 432,710 | +11.7% | 4.32% | +11.8% |
| Q2 2021 | $9,047,000 | +57.6% | 387,450 | +57.6% | 3.87% | +38.0% |
| Q1 2021 | $5,741,000 | +16.9% | 245,857 | +16.9% | 2.80% | +2.7% |
| Q4 2020 | $4,909,000 | – | 210,330 | – | 2.73% | – |
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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% |