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 | $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 | 1,479,022 | $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% |