INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142,773 | -28.2% | 6,350 | -28.2% | 0.06% | -37.9% |
| Q2 2023 | $198,948 | -8.9% | 8,850 | -9.0% | 0.10% | -20.2% |
| Q1 2023 | $218,276 | +1.5% | 9,721 | 0.0% | 0.13% | -13.4% |
| Q4 2022 | $215,029 | -10.8% | 9,721 | -12.9% | 0.15% | -36.1% |
| Q3 2022 | $241,000 | -0.8% | 11,158 | 0.0% | 0.23% | +2.6% |
| Q2 2022 | $243,000 | -8.6% | 11,158 | +0.0% | 0.23% | +2.3% |
| Q1 2022 | $266,000 | +20.4% | 11,154 | +26.0% | 0.22% | +34.5% |
| Q4 2021 | $221,000 | – | 8,850 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oder Investment Management, LLC | 163,091 | $3,607,582 | 4.48% |
| IMA Wealth, Inc. | 536,629 | $11,870,237 | 3.14% |
| Ironwood Financial, llc | 396,490 | $8,770,363 | 2.73% |
| BANTA ASSET MANAGEMENT LP | 89,725 | $1,984,717 | 2.67% |
| Harrison & Co Wealth Management, LLC | 103,256 | $2,284,023 | 2.21% |
| S.E.E.D. Planning Group LLC | 221,104 | $4,890,820 | 2.12% |
| SFE Investment Counsel | 290,902 | $6,536,568 | 2.03% |
| WFA of San Diego, LLC | 119,814 | $2,650,286 | 2.03% |
| Masso Torrence Wealth Management Inc. | 101,113 | $2,236,630 | 1.78% |
| Intrua Financial, LLC | 327,122 | $7,350,430 | 1.70% |