INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,597,000 | -3.5% | 72,672 | -3.2% | 0.20% | +1.0% |
| Q2 2022 | $1,655,000 | -23.7% | 75,078 | -20.7% | 0.20% | -5.3% |
| Q1 2022 | $2,169,000 | +0.7% | 94,665 | +2.1% | 0.21% | +2.0% |
| Q4 2021 | $2,153,000 | +8.5% | 92,675 | +9.1% | 0.20% | +0.5% |
| Q2 2021 | $1,984,000 | +26.0% | 84,975 | +26.0% | 0.20% | +25.2% |
| Q1 2021 | $1,574,000 | +9.8% | 67,425 | +9.8% | 0.16% | -60.0% |
| Q4 2020 | $1,434,000 | +59.5% | 61,425 | +56.2% | 0.41% | +229.0% |
| Q3 2020 | $899,000 | +9.9% | 39,325 | +7.2% | 0.12% | +8.8% |
| Q2 2020 | $818,000 | +86.8% | 36,700 | +81.7% | 0.11% | +58.3% |
| Q1 2020 | $438,000 | – | 20,200 | – | 0.07% | – |
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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% |