INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 65 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,121 | -3.3% | 3,157 | 0.0% | 0.01% | -64.3% |
| Q2 2023 | $215,179 | +1.3% | 3,157 | 0.0% | 0.03% | +154.5% |
| Q1 2023 | $212,452 | +1.2% | 3,157 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $209,967 | -5.0% | 3,157 | +0.6% | 0.01% | +25.0% |
| Q1 2022 | $221,000 | -3.5% | 3,139 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $229,000 | – | 3,139 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 49,465 | $3,616,000 | 3.44% |
| BerganKDV Wealth Management, LLC | 195,057 | $14,259,000 | 1.49% |
| Avant Capital LLC | 14,594 | $1,067,000 | 1.17% |
| PACIFIC SUN FINANCIAL CORP | 24,152 | $1,766,000 | 0.94% |
| 1900 WEALTH MANAGEMENT LLC | 126,871 | $9,275,000 | 0.84% |
| Connecticut Wealth Management, LLC | 133,079 | $9,728,000 | 0.76% |
| Solstein Capital, LLC | 16,384 | $1,198,000 | 0.72% |
| Cascade Investment Advisors, Inc. | 6,562 | $479,692,000 | 0.28% |
| Stratos Wealth Advisors, LLC | 42,489 | $3,106,000 | 0.22% |
| MONECO Advisors, LLC | 8,342 | $580,000 | 0.22% |