INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $63,000 | +16.7% | 2,760 | +19.5% | 0.03% | +19.2% |
| Q4 2021 | $54,000 | 0.0% | 2,310 | 0.0% | 0.03% | -23.5% |
| Q3 2021 | $54,000 | +74.2% | 2,310 | +76.3% | 0.03% | +78.9% |
| Q2 2021 | $31,000 | 0.0% | 1,310 | 0.0% | 0.02% | -17.4% |
| Q1 2021 | $31,000 | +181.8% | 1,310 | +191.1% | 0.02% | +155.6% |
| Q4 2020 | $11,000 | +10.0% | 450 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $10,000 | – | 450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,479,022 | $34,535,000 | 10.85% |
| Oder Investment Management, LLC | 143,815 | $3,358,000 | 4.59% |
| Tatro Capital, LLC | 229,075 | $5,349,000 | 4.14% |
| Legacy Financial Group LLC | 387,285 | $9,043,000 | 3.14% |
| Mirador Capital Partners LP | 524,244 | $12,241,000 | 3.14% |
| WFA of San Diego, LLC | 152,342 | $3,557,000 | 2.95% |
| COLLECTIVE FAMILY OFFICE LLC | 245,857 | $5,741,000 | 2.80% |
| Ironwood Financial, llc | 366,349 | $8,554,000 | 2.79% |
| IMA Wealth, Inc. | 460,609 | $10,755,000 | 2.64% |
| Denver PWM, LLC | 193,348 | $4,420,000 | 2.58% |