Straight Path Wealth Management - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJS and the CUSIP is 46138J452. A total of 37 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q4 2022$273,683
-46.7%
13,231
-48.2%
0.26%
-43.2%
Q3 2022$513,000
+12.7%
25,525
+17.1%
0.46%
+3.4%
Q2 2022$455,000
+15.8%
21,795
+31.5%
0.45%
+33.9%
Q1 2022$393,000
+5.6%
16,580
+12.9%
0.33%
+2.8%
Q4 2021$372,00014,6920.32%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
DENVER WEALTH MANAGEMENT, INC. 62,907$1,327,9260.92%
SFE Investment Counsel 87,157$1,832,9120.57%
Carmel Capital Partners, LLC 43,057$908,9070.54%
BANTA ASSET MANAGEMENT LP 20,300$435,1310.50%
Ironwood Financial, llc 43,136$910,5750.25%
4Thought Financial Group Inc. 14,571$307,5870.25%
MONECO Advisors, LLC 20,344$429,4500.13%
TCG Advisory Services, LLC 21,470$453,2190.09%
Virtue Capital Management, LLC 22,452$470,2570.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28,097$593,1170.03%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders