INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 141 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,306 | +1.1% | 19,676 | +1.5% | 0.30% | 0.0% |
| Q2 2023 | $437,314 | -1.5% | 19,393 | -1.8% | 0.30% | -15.0% |
| Q1 2023 | $443,975 | -54.2% | 19,750 | -54.9% | 0.35% | -62.0% |
| Q4 2022 | $969,032 | -72.2% | 43,828 | -72.6% | 0.93% | -70.3% |
| Q3 2022 | $3,483,000 | +6.3% | 160,127 | +7.2% | 3.13% | -2.6% |
| Q2 2022 | $3,278,000 | +1.6% | 149,324 | +10.0% | 3.21% | +17.5% |
| Q1 2022 | $3,226,000 | +14.2% | 135,713 | +18.0% | 2.73% | +11.0% |
| Q4 2021 | $2,825,000 | – | 115,033 | – | 2.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 518,447 | $11,462,860 | 3.43% |
| Ironwood Financial, llc | 404,854 | $8,951,319 | 2.79% |
| BANTA ASSET MANAGEMENT LP | 90,975 | $2,011,457 | 2.70% |
| Harrison & Co Wealth Management, LLC | 104,317 | $2,306,456 | 2.23% |
| SFE Investment Counsel | 302,860 | $6,808,293 | 2.12% |
| S.E.E.D. Planning Group LLC | 219,653 | $4,856,528 | 2.10% |
| Vista Private Wealth Partners. LLC | 200,215 | $4,426,749 | 2.10% |
| Oder Investment Management, LLC | 71,500 | $1,580,870 | 1.96% |
| WFA of San Diego, LLC | 115,402 | $2,551,538 | 1.95% |
| RPg Family Wealth Advisory, LLC | 115,806 | $2,560,471 | 1.76% |