INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 139 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,294,000 | -15.6% | 149,931 | -15.3% | 3.87% | -19.4% |
| Q2 2022 | $3,904,000 | -3.4% | 177,059 | +0.4% | 4.80% | +4.5% |
| Q1 2022 | $4,041,000 | +2.0% | 176,391 | +3.5% | 4.59% | -17.7% |
| Q4 2021 | $3,960,000 | +7.7% | 170,468 | +7.8% | 5.58% | +3.6% |
| Q3 2021 | $3,676,000 | -0.8% | 158,203 | -0.3% | 5.39% | +11.6% |
| Q2 2021 | $3,704,000 | +10.3% | 158,632 | +10.3% | 4.83% | +5.2% |
| Q1 2021 | $3,358,000 | +14.6% | 143,815 | +14.5% | 4.59% | +60.0% |
| Q4 2020 | $2,929,000 | – | 125,613 | – | 2.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 251,831 | $6,208,000 | 3.30% |
| Pacific Wealth Strategies Group, Inc. | 109,609 | $2,702,000 | 1.73% |
| SFE Investment Counsel | 159,734 | $3,937,000 | 1.52% |
| FCA CORP /TX | 147,240 | $3,629,000 | 1.39% |
| Allen Capital Group, LLC | 128,539 | $3,168,000 | 1.05% |
| Camelot Portfolios, LLC | 90,635 | $2,234,000 | 1.01% |
| Mirador Capital Partners LP | 54,124 | $1,334,000 | 0.65% |
| Denver PWM, LLC | 35,843 | $865,000 | 0.65% |
| Timber Creek Capital Management LLC | 40,631 | $1,001,000 | 0.65% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 54,163 | $1,335,000 | 0.61% |