INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 80 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,016,258 | +8.3% | 130,772 | +8.8% | 2.73% | +5.2% |
| Q1 2024 | $2,785,842 | +6.6% | 120,183 | +6.4% | 2.60% | +0.4% |
| Q4 2023 | $2,613,204 | +223.3% | 112,979 | +216.3% | 2.59% | +195.5% |
| Q3 2023 | $808,253 | +13.6% | 35,716 | +14.5% | 0.88% | +12.3% |
| Q2 2023 | $711,497 | -1.0% | 31,206 | -0.7% | 0.78% | -7.4% |
| Q1 2023 | $718,441 | +12.8% | 31,421 | +11.1% | 0.84% | +6.2% |
| Q4 2022 | $636,881 | +1148.8% | 28,287 | +1314.4% | 0.79% | +1484.0% |
| Q4 2020 | $51,000 | – | 2,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANTA ASSET MANAGEMENT LP | 153,650 | $3,503,220 | 4.08% |
| Legacy Financial Group LLC | 545,762 | $12,443,378 | 3.21% |
| Insight Wealth Partners, LLC | 600,427 | $13,689,736 | 3.17% |
| GPM Growth Investors, Inc. | 229,378 | $5,229,818 | 2.74% |
| Ironwood Financial, llc | 456,195 | $10,401,239 | 2.74% |
| SFE Investment Counsel | 299,524 | $6,829,147 | 1.93% |
| Camelot Portfolios, LLC | 125,267 | $2,856,097 | 1.79% |
| S.E.E.D. Planning Group LLC | 216,593 | $4,938,320 | 1.73% |
| Sound Stewardship, LLC | 94,043 | $2,144,175 | 1.41% |
| RPg Family Wealth Advisory, LLC | 115,359 | $2,630,185 | 1.05% |