INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 131 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $341,000 | -7.8% | 15,525 | -7.6% | 0.01% | 0.0% |
| Q2 2022 | $370,000 | -3.6% | 16,795 | +0.1% | 0.01% | +16.7% |
| Q1 2022 | $384,000 | -1.3% | 16,778 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $389,000 | -7.2% | 16,760 | -7.0% | 0.01% | 0.0% |
| Q3 2021 | $419,000 | +43.0% | 18,022 | +43.6% | 0.01% | +50.0% |
| Q2 2021 | $293,000 | 0.0% | 12,552 | +0.2% | 0.00% | -20.0% |
| Q1 2021 | $293,000 | +16.3% | 12,530 | +16.2% | 0.01% | 0.0% |
| Q4 2020 | $252,000 | +2.4% | 10,785 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $246,000 | +6.0% | 10,759 | +3.4% | 0.01% | 0.0% |
| Q2 2020 | $232,000 | -10.1% | 10,408 | -12.5% | 0.01% | -28.6% |
| Q1 2020 | $258,000 | -11.0% | 11,898 | +0.3% | 0.01% | +16.7% |
| Q4 2019 | $290,000 | +0.7% | 11,864 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $288,000 | +2.9% | 11,830 | +3.7% | 0.01% | 0.0% |
| Q2 2019 | $280,000 | +7.3% | 11,410 | +7.1% | 0.01% | 0.0% |
| Q1 2019 | $261,000 | +19.2% | 10,652 | +13.1% | 0.01% | 0.0% |
| Q4 2018 | $219,000 | -5.6% | 9,417 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $232,000 | – | 9,417 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,478,321 | $34,356,000 | 10.66% |
| Oder Investment Management, LLC | 158,203 | $3,676,000 | 5.39% |
| Tatro Capital, LLC | 260,975 | $6,065,000 | 4.74% |
| COLLECTIVE FAMILY OFFICE LLC | 432,710 | $10,056,000 | 4.32% |
| Crescent Capital Consulting, LLC | 886,223 | $20,596,000 | 3.78% |
| GILL CAPITAL PARTNERS, LLC | 347,142 | $8,068,000 | 3.66% |
| IMA Advisory Services, Inc. | 533,741 | $12,404,000 | 2.93% |
| WFA of San Diego, LLC | 170,035 | $3,952,000 | 2.76% |
| Mirador Capital Partners LP | 520,440 | $12,095,000 | 2.74% |
| Legacy Financial Group LLC | 355,840 | $8,270,000 | 2.47% |