INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 90 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Insight Wealth Partners, LLC | 482,706 | $10,868,126 | 8.13% |
| Legacy Financial Group LLC | 479,042 | $10,785,630 | 3.23% |
| GPM Growth Investors, Inc. | 209,393 | $4,714,484 | 2.86% |
| BANTA ASSET MANAGEMENT LP | 91,225 | $2,053,931 | 2.76% |
| Ironwood Financial, llc | 367,066 | $8,264,481 | 2.57% |
| Harrison & Co Wealth Management, LLC | 100,515 | $2,263,092 | 2.19% |
| SFE Investment Counsel | 265,437 | $6,122,305 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,194 | $2,571,078 | 1.76% |
| Camelot Portfolios, LLC | 105,221 | $2,369,043 | 1.75% |
| Sound Stewardship, LLC | 89,355 | $2,011,836 | 1.49% |