INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $75,000 | -1.3% | 3,435 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $76,000 | -45.3% | 3,435 | -43.4% | 0.01% | -42.9% |
| Q1 2022 | $139,000 | -1.4% | 6,065 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $141,000 | -13.5% | 6,058 | -13.6% | 0.02% | -22.2% |
| Q3 2021 | $163,000 | 0.0% | 7,011 | +0.1% | 0.03% | -3.6% |
| Q2 2021 | $163,000 | -5.2% | 7,002 | -5.2% | 0.03% | -17.6% |
| Q1 2021 | $172,000 | -1.1% | 7,383 | -0.8% | 0.03% | -8.1% |
| Q4 2020 | $174,000 | +2.4% | 7,444 | +0.1% | 0.04% | -11.9% |
| Q3 2020 | $170,000 | +2.4% | 7,433 | +0.1% | 0.04% | -16.0% |
| Q2 2020 | $166,000 | +3.8% | 7,422 | +0.2% | 0.05% | -39.0% |
| Q1 2020 | $160,000 | -11.6% | 7,410 | +0.2% | 0.08% | +1.2% |
| Q4 2019 | $181,000 | +0.6% | 7,397 | +0.1% | 0.08% | -16.5% |
| Q3 2019 | $180,000 | -0.6% | 7,393 | 0.0% | 0.10% | -1.0% |
| Q2 2019 | $181,000 | 0.0% | 7,393 | 0.0% | 0.10% | -9.3% |
| Q1 2019 | $181,000 | – | 7,393 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tatro Capital, LLC | 281,679 | $6,453,000 | 4.83% |
| Oder Investment Management, LLC | 176,391 | $4,041,000 | 4.59% |
| IMA Advisory Services, Inc. | 763,524 | $17,492,000 | 4.02% |
| Harrison & Co Wealth Management, LLC | 198,232 | $4,541,000 | 3.98% |
| Mirador Capital Partners LP | 759,536 | $17,401,000 | 3.52% |
| COLLECTIVE FAMILY OFFICE LLC | 379,689 | $8,699,000 | 3.32% |
| Blue Barn Wealth, LLC | 174,727 | $4,003,000 | 2.77% |
| Straight Path Wealth Management | 139,901 | $3,205,000 | 2.72% |
| WFA of San Diego, LLC | 154,360 | $3,536,000 | 2.69% |
| BCS Wealth Management | 240,780 | $5,516,000 | 2.28% |