INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $420,736 | +19.9% | 18,716 | +20.3% | 0.01% | +33.3% |
Q2 2023 | $350,943 | +19.6% | 15,563 | +19.3% | 0.01% | 0.0% |
Q1 2023 | $293,310 | -12.2% | 13,048 | -13.6% | 0.01% | -14.3% |
Q4 2022 | $333,913 | -7.5% | 15,102 | -9.0% | 0.01% | -12.5% |
Q3 2022 | $361,000 | -0.8% | 16,604 | +0.2% | 0.01% | +14.3% |
Q2 2022 | $364,000 | -7.4% | 16,576 | +0.2% | 0.01% | +16.7% |
Q1 2022 | $393,000 | +29.7% | 16,551 | +34.2% | 0.01% | +20.0% |
Q4 2021 | $303,000 | -1.0% | 12,329 | -1.1% | 0.01% | 0.0% |
Q3 2021 | $306,000 | – | 12,465 | – | 0.01% | – |
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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% |
Denver PWM, 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% |