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 | $11,092,257 | +75.5% | 490,158 | +76.9% | 0.00% | +50.0% |
| Q2 2023 | $6,318,604 | +14.1% | 277,132 | +14.4% | 0.00% | 0.0% |
| Q1 2023 | $5,539,660 | +8.2% | 242,276 | +6.6% | 0.00% | 0.0% |
| Q4 2022 | $5,117,727 | +41.6% | 227,303 | +37.7% | 0.00% | +100.0% |
| Q3 2022 | $3,613,000 | -70.4% | 165,120 | -70.0% | 0.00% | -75.0% |
| Q2 2022 | $12,205,000 | -29.7% | 549,531 | -22.6% | 0.00% | 0.0% |
| Q1 2022 | $17,350,000 | +142.3% | 709,761 | +154.2% | 0.00% | +100.0% |
| Q4 2021 | $7,162,000 | +129.6% | 279,237 | +129.9% | 0.00% | +100.0% |
| Q3 2021 | $3,119,000 | +3.7% | 121,437 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $3,009,000 | +12.8% | 116,513 | +11.8% | 0.00% | 0.0% |
| Q1 2021 | $2,668,000 | +3.0% | 104,261 | +3.1% | 0.00% | 0.0% |
| Q4 2020 | $2,590,000 | +14.1% | 101,141 | +9.4% | 0.00% | 0.0% |
| Q3 2020 | $2,269,000 | +18.8% | 92,489 | +15.2% | 0.00% | 0.0% |
| Q2 2020 | $1,910,000 | +8.3% | 80,293 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $1,764,000 | +167.7% | 79,876 | +217.4% | 0.00% | – |
| Q4 2019 | $659,000 | +8.4% | 25,169 | +6.9% | 0.00% | – |
| Q3 2019 | $608,000 | +27.7% | 23,543 | +26.8% | 0.00% | – |
| Q2 2019 | $476,000 | +44.2% | 18,570 | +41.9% | 0.00% | – |
| Q1 2019 | $330,000 | – | 13,090 | – | 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% |