INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 332,416 | $8,126,000 | 2.38% |
| Ironwood Financial, llc | 328,499 | $8,030,000 | 2.27% |
| Harrison & Co Wealth Management, LLC | 98,611 | $2,411,000 | 2.11% |
| Camelot Portfolios, LLC | 165,604 | $4,048,000 | 2.01% |
| BANTA ASSET MANAGEMENT LP | 88,400 | $2,161,000 | 1.74% |
| SFE Investment Counsel | 113,150 | $2,766,000 | 0.70% |
| 4Thought Financial Group Inc. | 26,142 | $639,000 | 0.57% |
| IRON Financial LLC | 43,221 | $1,057,000 | 0.49% |
| Avestar Capital, LLC | 77,780 | $1,901,000 | 0.30% |
| Straight Path Wealth Management | 14,146 | $346,000 | 0.29% |