INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 96 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,491,001 | +2.3% | 65,886 | +3.1% | 0.00% | 0.0% |
| Q2 2023 | $1,457,171 | -2.2% | 63,911 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $1,489,492 | +1.7% | 65,143 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $1,464,085 | +31.7% | 65,027 | +28.0% | 0.00% | 0.0% |
| Q3 2022 | $1,112,000 | +194.2% | 50,822 | +198.6% | 0.00% | +100.0% |
| Q2 2022 | $378,000 | +54.3% | 17,020 | +69.6% | 0.00% | – |
| Q1 2022 | $245,000 | -2.4% | 10,037 | +2.5% | 0.00% | – |
| Q4 2021 | $251,000 | +21.3% | 9,796 | +21.5% | 0.00% | – |
| Q3 2021 | $207,000 | – | 8,061 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANTA ASSET MANAGEMENT LP | 188,735 | $4,271,073 | 5.32% |
| Legacy Financial Group LLC | 583,112 | $13,195,833,000 | 3.10% |
| GPM Growth Investors, Inc. | 255,038 | $5,771,510 | 3.02% |
| Ironwood Financial, llc | 469,658 | $10,628,355 | 2.86% |
| Insight Wealth Partners, LLC | 592,571 | $13,409,882 | 2.60% |
| SFE Investment Counsel | 302,187 | $6,838,492 | 1.99% |
| Camelot Portfolios, LLC | 89,251 | $2,019,752 | 1.93% |
| Sound Stewardship, LLC | 93,531 | $2,116,616 | 1.42% |
| S.E.E.D. Planning Group LLC | 137,407 | $3,109,520 | 1.20% |
| RPg Family Wealth Advisory, LLC | 125,265 | $2,834,747 | 1.16% |