INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 97 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $862 | +8.0% | 38,335 | +8.3% | 0.01% | +25.0% |
| Q2 2023 | $798 | +6.8% | 35,388 | +6.5% | 0.00% | -20.0% |
| Q1 2023 | $747 | +17.6% | 33,213 | +15.7% | 0.01% | +25.0% |
| Q4 2022 | $635 | -99.7% | 28,702 | +203.1% | 0.00% | +100.0% |
| Q3 2022 | $206,000 | -0.5% | 9,468 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $207,000 | -12.3% | 9,423 | -5.0% | 0.00% | 0.0% |
| Q1 2022 | $236,000 | +4.9% | 9,922 | +8.2% | 0.00% | 0.0% |
| Q4 2021 | $225,000 | -39.7% | 9,170 | -39.5% | 0.00% | -33.3% |
| Q3 2021 | $373,000 | +28.2% | 15,167 | +28.6% | 0.00% | +50.0% |
| Q2 2021 | $291,000 | +1.0% | 11,790 | +0.5% | 0.00% | -33.3% |
| Q1 2021 | $288,000 | – | 11,730 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 498,322 | $10,839,000 | 3.62% |
| Straight Path Wealth Management | 160,127 | $3,483,000 | 3.13% |
| Ironwood Financial, llc | 413,289 | $8,989,000 | 2.98% |
| Vista Private Wealth Partners. LLC | 214,365 | $4,701,000 | 2.62% |
| BANTA ASSET MANAGEMENT LP | 89,850 | $1,954,000 | 2.60% |
| SFE Investment Counsel | 364,252 | $7,922,000 | 2.50% |
| Harrison & Co Wealth Management, LLC | 101,570 | $2,209,000 | 2.34% |
| WFA of San Diego, LLC | 116,946 | $2,544,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 187,305 | $4,074,000 | 1.90% |
| RPg Family Wealth Advisory, LLC | 114,668 | $2,554,000 | 1.34% |