INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 115 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $274,232 | +1.9% | 12,161 | +1.6% | 0.09% | -7.4% |
| Q1 2023 | $269,081 | +0.6% | 11,970 | -1.0% | 0.10% | -35.4% |
| Q4 2022 | $267,369 | +3.2% | 12,093 | +1.6% | 0.15% | +5.8% |
| Q3 2022 | $259,000 | +0.4% | 11,908 | +1.4% | 0.14% | -0.7% |
| Q2 2022 | $258,000 | -23.7% | 11,748 | -17.3% | 0.14% | -6.0% |
| Q1 2022 | $338,000 | -7.9% | 14,199 | -5.0% | 0.15% | -5.1% |
| Q4 2021 | $367,000 | +21.5% | 14,954 | +21.7% | 0.16% | +12.9% |
| Q3 2021 | $302,000 | +0.3% | 12,284 | +0.8% | 0.14% | -3.5% |
| Q2 2021 | $301,000 | +8.3% | 12,189 | +7.8% | 0.14% | -13.8% |
| Q1 2021 | $278,000 | -0.7% | 11,306 | -1.2% | 0.17% | -9.2% |
| Q4 2020 | $280,000 | – | 11,442 | – | 0.18% | – |
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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% |