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 | $379,703 | -5.4% | 5,795 | 0.0% | 0.27% | -3.2% |
Q2 2023 | $401,305 | +2.9% | 5,795 | 0.0% | 0.28% | -7.3% |
Q1 2023 | $389,971 | +1.2% | 5,795 | 0.0% | 0.30% | +24.8% |
Q4 2022 | $385,407 | +10.4% | 5,795 | 0.0% | 0.24% | +14.2% |
Q3 2022 | $349,000 | -5.4% | 5,795 | 0.0% | 0.21% | -1.4% |
Q2 2022 | $369,000 | – | 5,795 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Delos Wealth Advisors, LLC | 47,238 | $3,121,000 | 3.43% |
BerganKDV Wealth Management, LLC | 195,928 | $12,947,000 | 1.47% |
PACIFIC SUN FINANCIAL CORP | 25,066 | $1,656,000 | 0.95% |
1900 WEALTH MANAGEMENT LLC | 144,666 | $9,559,000 | 0.93% |
Connecticut Wealth Management, LLC | 133,069 | $8,793,000 | 0.77% |
Hilltop Holdings Inc. | 105,063 | $6,942,000 | 0.76% |
Solstein Capital, LLC | 10,663 | $705,000 | 0.40% |
MONECO Advisors, LLC | 8,278 | $547,000 | 0.22% |
Cascade Investment Advisors, Inc. | 4,852 | $320,620,000 | 0.21% |
HORIZON FINANCIAL SERVICES, LLC | 4,405 | $291,000 | 0.19% |