INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 30 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,025 | +18.2% | 28,017 | +19.1% | 0.00% | – |
| Q2 2023 | $536,507 | -4.6% | 23,531 | -4.3% | 0.00% | – |
| Q1 2023 | $562,434 | -13.3% | 24,598 | -14.7% | 0.00% | – |
| Q4 2022 | $648,905 | +2.7% | 28,821 | -0.3% | 0.00% | – |
| Q3 2022 | $632,000 | +13.1% | 28,922 | +14.9% | 0.00% | – |
| Q2 2022 | $559,000 | -29.3% | 25,176 | -22.2% | 0.00% | – |
| Q1 2022 | $791,000 | -4.9% | 32,353 | -0.3% | 0.00% | – |
| Q4 2021 | $832,000 | +80.1% | 32,447 | +80.5% | 0.00% | – |
| Q3 2021 | $462,000 | +83.3% | 17,978 | +84.4% | 0.00% | – |
| Q2 2021 | $252,000 | +15.1% | 9,749 | +14.0% | 0.00% | – |
| Q1 2021 | $219,000 | +3.8% | 8,551 | +3.5% | 0.00% | – |
| Q4 2020 | $211,000 | -29.4% | 8,262 | -32.1% | 0.00% | – |
| Q3 2020 | $299,000 | -48.6% | 12,161 | -50.3% | 0.00% | – |
| Q2 2020 | $582,000 | -42.5% | 24,449 | -46.7% | 0.00% | – |
| Q1 2020 | $1,012,000 | -9.7% | 45,879 | +7.1% | 0.00% | – |
| Q4 2019 | $1,121,000 | -1.5% | 42,819 | -2.9% | 0.00% | – |
| Q3 2019 | $1,138,000 | +25.5% | 44,098 | +24.7% | 0.00% | – |
| Q2 2019 | $907,000 | +1437.3% | 35,370 | +1420.0% | 0.00% | – |
| Q1 2019 | $59,000 | +63.9% | 2,327 | +50.5% | 0.00% | – |
| Q4 2018 | $36,000 | – | 1,546 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 332,416 | $8,126,000 | 2.38% |
| Ironwood Financial, llc | 328,499 | $8,030,000 | 2.27% |
| Harrison & Co Wealth Management, LLC | 98,611 | $2,411,000 | 2.11% |
| Camelot Portfolios, LLC | 165,604 | $4,048,000 | 2.01% |
| BANTA ASSET MANAGEMENT LP | 88,400 | $2,161,000 | 1.74% |
| SFE Investment Counsel | 113,150 | $2,766,000 | 0.70% |
| 4Thought Financial Group Inc. | 26,142 | $639,000 | 0.57% |
| IRON Financial LLC | 43,221 | $1,057,000 | 0.49% |
| Avestar Capital, LLC | 77,780 | $1,901,000 | 0.30% |
| Straight Path Wealth Management | 14,146 | $346,000 | 0.29% |