INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 97 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $969,820 | -0.3% | 43,141 | +0.0% | 0.75% | +6.3% |
| Q2 2023 | $972,437 | -6.5% | 43,124 | -6.8% | 0.70% | -14.8% |
| Q1 2023 | $1,040,288 | +1.7% | 46,276 | +0.0% | 0.82% | +1.1% |
| Q4 2022 | $1,022,841 | +65.5% | 46,261 | +62.8% | 0.82% | +49.3% |
| Q3 2022 | $618,000 | +67.5% | 28,421 | +68.9% | 0.55% | +68.0% |
| Q2 2022 | $369,000 | -7.8% | 16,824 | +0.1% | 0.32% | +1.6% |
| Q1 2022 | $400,000 | -7.2% | 16,813 | -4.2% | 0.32% | +6.3% |
| Q4 2021 | $431,000 | – | 17,558 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 498,322 | $10,839,000 | 3.62% |
| Straight Path Wealth Management | 160,127 | $3,483,000 | 3.13% |
| Ironwood Financial, llc | 413,289 | $8,989,000 | 2.98% |
| Vista Private Wealth Partners. LLC | 214,365 | $4,701,000 | 2.62% |
| BANTA ASSET MANAGEMENT LP | 89,850 | $1,954,000 | 2.60% |
| SFE Investment Counsel | 364,252 | $7,922,000 | 2.50% |
| Harrison & Co Wealth Management, LLC | 101,570 | $2,209,000 | 2.34% |
| WFA of San Diego, LLC | 116,946 | $2,544,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 187,305 | $4,074,000 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,668 | $2,554,000 | 1.34% |