INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 35 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,150 | -0.7% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $114,000 | +26.2% | 5,000 | +26.6% | 0.01% | +20.0% |
| Q1 2023 | $90,317 | +1.6% | 3,950 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $88,934 | -13.7% | 3,950 | -15.1% | 0.01% | -28.6% |
| Q3 2022 | $103,000 | 0.0% | 4,650 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $103,000 | -10.4% | 4,650 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $115,000 | -14.8% | 4,500 | -14.3% | 0.01% | +75.0% |
| Q3 2021 | $135,000 | -0.7% | 5,250 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $136,000 | +29.5% | 5,250 | +28.0% | 0.00% | 0.0% |
| Q1 2021 | $105,000 | – | 4,100 | – | 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% |