INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 91 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,323,733 | +4.8% | 103,369 | +5.1% | 2.52% | +3.6% |
| Q2 2023 | $2,218,074 | +3.9% | 98,363 | +3.6% | 2.43% | -2.7% |
| Q1 2023 | $2,134,438 | +35.0% | 94,948 | +32.8% | 2.50% | +27.1% |
| Q4 2022 | $1,580,870 | +68.9% | 71,500 | +66.1% | 1.96% | +78.8% |
| Q3 2022 | $936,000 | +6.7% | 43,059 | +7.7% | 1.10% | +1.9% |
| Q2 2022 | $877,000 | +21.3% | 39,973 | +31.3% | 1.08% | +31.1% |
| Q1 2022 | $723,000 | +78.1% | 30,436 | +84.2% | 0.82% | +43.7% |
| Q4 2021 | $406,000 | +24.5% | 16,519 | +24.2% | 0.57% | +19.7% |
| Q3 2021 | $326,000 | +33.1% | 13,297 | +33.8% | 0.48% | +49.8% |
| Q2 2021 | $245,000 | +0.8% | 9,936 | +0.5% | 0.32% | -3.9% |
| Q1 2021 | $243,000 | +9.0% | 9,888 | +8.6% | 0.33% | +51.6% |
| Q4 2020 | $223,000 | – | 9,106 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 498,322 | $10,839,000 | 3.62% |
| Straight Path Wealth Management | 160,127 | $3,483,000 | 3.13% |
| Ironwood Financial, llc | 413,289 | $8,989,000 | 2.98% |
| Vista Private Wealth Partners. LLC | 214,365 | $4,701,000 | 2.62% |
| BANTA ASSET MANAGEMENT LP | 89,850 | $1,954,000 | 2.60% |
| SFE Investment Counsel | 364,252 | $7,922,000 | 2.50% |
| Harrison & Co Wealth Management, LLC | 101,570 | $2,209,000 | 2.34% |
| WFA of San Diego, LLC | 116,946 | $2,544,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 187,305 | $4,074,000 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,668 | $2,554,000 | 1.34% |