INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,456,245 | $33,829,000 | 10.14% |
| Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
| Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
| Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
| IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
| Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
| COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
| GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
| Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
| Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |