INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $383,000 | -2.0% | 17,471 | -1.6% | 0.00% | 0.0% |
Q2 2022 | $391,000 | -8.6% | 17,763 | -5.0% | 0.00% | 0.0% |
Q1 2022 | $428,000 | -1.2% | 18,702 | +0.3% | 0.00% | 0.0% |
Q4 2021 | $433,000 | -9.2% | 18,653 | -9.1% | 0.00% | 0.0% |
Q3 2021 | $477,000 | +21.1% | 20,526 | +21.5% | 0.00% | 0.0% |
Q2 2021 | $394,000 | +0.5% | 16,896 | +0.6% | 0.00% | 0.0% |
Q1 2021 | $392,000 | -14.4% | 16,799 | -14.5% | 0.00% | 0.0% |
Q4 2020 | $458,000 | -5.4% | 19,650 | -7.3% | 0.00% | -50.0% |
Q3 2020 | $484,000 | +11.0% | 21,207 | +8.4% | 0.00% | 0.0% |
Q2 2020 | $436,000 | -71.7% | 19,566 | -72.5% | 0.00% | -71.4% |
Q1 2020 | $1,538,000 | -11.7% | 71,035 | -0.3% | 0.01% | 0.0% |
Q4 2019 | $1,742,000 | +7.0% | 71,273 | +6.7% | 0.01% | 0.0% |
Q3 2019 | $1,628,000 | +1.6% | 66,816 | +2.1% | 0.01% | 0.0% |
Q2 2019 | $1,603,000 | +2.9% | 65,413 | +2.7% | 0.01% | 0.0% |
Q1 2019 | $1,558,000 | +167.2% | 63,687 | +153.2% | 0.01% | +133.3% |
Q4 2018 | $583,000 | – | 25,153 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joule Financial, LLC | 305,942 | $6,746,000 | 5.27% |
Oder Investment Management, LLC | 177,059 | $3,904,000 | 4.80% |
Harrison & Co Wealth Management, LLC | 201,081 | $4,434,000 | 4.21% |
Mirador Capital Partners LP | 779,406 | $17,186,000 | 4.06% |
Straight Path Wealth Management | 141,030 | $3,110,000 | 3.05% |
Blue Barn Wealth, LLC | 164,545 | $3,628,000 | 2.78% |
COLLECTIVE FAMILY OFFICE LLC | 262,202 | $5,782,000 | 2.50% |
BCS Wealth Management | 235,339 | $5,189,000 | 2.30% |
Denver PWM, LLC | 211,923 | $4,677,000 | 2.20% |
IMA Wealth, Inc. | 373,161 | $8,228,000 | 2.01% |