INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $254,000 | -52.7% | 11,100 | -51.9% | 0.02% | -48.7% |
| Q4 2021 | $537,000 | +20.9% | 23,100 | +20.9% | 0.04% | +11.4% |
| Q3 2021 | $444,000 | 0.0% | 19,100 | +0.3% | 0.04% | +6.1% |
| Q2 2021 | $444,000 | -38.9% | 19,035 | -38.9% | 0.03% | -43.1% |
| Q1 2021 | $727,000 | +3.0% | 31,135 | +3.0% | 0.06% | -1.7% |
| Q4 2020 | $706,000 | +12.6% | 30,235 | +10.2% | 0.06% | -1.7% |
| Q3 2020 | $627,000 | +4.2% | 27,435 | +1.6% | 0.06% | +1.7% |
| Q2 2020 | $602,000 | +106.2% | 27,000 | +100.0% | 0.06% | +68.6% |
| Q1 2020 | $292,000 | -11.5% | 13,500 | 0.0% | 0.04% | +16.7% |
| Q4 2019 | $330,000 | +155.8% | 13,500 | +154.7% | 0.03% | +130.8% |
| Q3 2019 | $129,000 | – | 5,300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |