INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 121 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,316,000 | +15.6% | 105,300 | +15.9% | 0.01% | +20.0% |
| Q2 2022 | $2,004,000 | -7.9% | 90,882 | -4.4% | 0.01% | +25.0% |
| Q1 2022 | $2,177,000 | +65.8% | 95,059 | +69.0% | 0.00% | +33.3% |
| Q4 2021 | $1,313,000 | +2.7% | 56,257 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $1,278,000 | -2.7% | 54,994 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $1,313,000 | -8.6% | 56,257 | -8.6% | 0.00% | 0.0% |
| Q1 2021 | $1,436,000 | +14.1% | 61,528 | +14.1% | 0.00% | 0.0% |
| Q4 2020 | $1,258,000 | +33.5% | 53,912 | +30.8% | 0.00% | 0.0% |
| Q3 2020 | $942,000 | +29.6% | 41,227 | +22.8% | 0.00% | +50.0% |
| Q2 2020 | $727,000 | 0.0% | 33,582 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $727,000 | -0.1% | 33,582 | +12.8% | 0.00% | +50.0% |
| Q4 2019 | $728,000 | – | 29,764 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 523,003 | $12,207,000 | 4.98% |
| Tatro Capital, LLC | 210,794 | $4,920,000 | 4.59% |
| Oder Investment Management, LLC | 125,613 | $2,929,000 | 2.87% |
| COLLECTIVE FAMILY OFFICE LLC | 210,330 | $4,909,000 | 2.73% |
| Legacy Financial Group LLC | 303,611 | $7,086,000 | 2.72% |
| Ironwood Financial, llc | 301,816 | $7,044,000 | 2.64% |
| IMA Wealth, Inc. | 395,456 | $9,230,000 | 2.59% |
| Vista Private Wealth Partners. LLC | 207,008 | $4,825,000 | 2.40% |
| Camelot Portfolios, LLC | 187,308 | $4,372,000 | 2.28% |
| GILL CAPITAL PARTNERS, LLC | 162,436 | $3,791,000 | 2.26% |