INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 523,003 | $12,207,000 | 4.98% |
| Tatro Capital, LLC | 210,794 | $4,920,000 | 4.59% |
| Oder Investment Management, LLC | 125,613 | $2,929,000 | 2.87% |
| COLLECTIVE FAMILY OFFICE LLC | 210,330 | $4,909,000 | 2.73% |
| Legacy Financial Group LLC | 303,611 | $7,086,000 | 2.72% |
| Ironwood Financial, llc | 301,816 | $7,044,000 | 2.64% |
| IMA Wealth, Inc. | 395,456 | $9,230,000 | 2.59% |
| Vista Private Wealth Partners. LLC | 207,008 | $4,825,000 | 2.40% |
| Camelot Portfolios, LLC | 187,308 | $4,372,000 | 2.28% |
| GILL CAPITAL PARTNERS, LLC | 162,436 | $3,791,000 | 2.26% |