INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 3 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,573,000 | -2.8% | 69,966 | -2.9% | 0.00% | – |
Q2 2023 | $1,619,000 | -41.1% | 72,028 | -41.2% | 0.00% | -100.0% |
Q1 2023 | $2,751,000 | +17.7% | 122,516 | +15.9% | 0.00% | 0.0% |
Q4 2022 | $2,338,000 | +2.3% | 105,690 | -0.0% | 0.00% | 0.0% |
Q3 2022 | $2,285,000 | -0.3% | 105,699 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $2,291,000 | +21.3% | 105,157 | +32.7% | 0.00% | – |
Q1 2022 | $1,888,000 | -11.4% | 79,251 | -7.0% | 0.00% | – |
Q4 2021 | $2,130,000 | -3.9% | 85,256 | -3.7% | 0.00% | -100.0% |
Q3 2021 | $2,217,000 | +0.0% | 88,541 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $2,216,000 | -15.0% | 88,044 | -15.6% | 0.00% | 0.0% |
Q1 2021 | $2,607,000 | -22.0% | 104,358 | -22.2% | 0.00% | 0.0% |
Q4 2020 | $3,341,000 | +0.5% | 134,067 | -2.7% | 0.00% | 0.0% |
Q3 2020 | $3,323,000 | +16.9% | 137,830 | +13.7% | 0.00% | 0.0% |
Q2 2020 | $2,842,000 | +19.4% | 121,226 | +13.1% | 0.00% | 0.0% |
Q1 2020 | $2,380,000 | -0.7% | 107,168 | +14.0% | 0.00% | 0.0% |
Q4 2019 | $2,397,000 | +13.0% | 94,008 | +11.8% | 0.00% | 0.0% |
Q3 2019 | $2,121,000 | +55.8% | 84,083 | +56.1% | 0.00% | 0.0% |
Q2 2019 | $1,361,000 | +31.2% | 53,881 | +29.6% | 0.00% | – |
Q1 2019 | $1,037,000 | +108.7% | 41,577 | +95.7% | 0.00% | – |
Q4 2018 | $497,000 | +218.6% | 21,247 | +239.7% | 0.00% | – |
Q3 2018 | $156,000 | -48.3% | 6,254 | -49.0% | 0.00% | – |
Q2 2018 | $302,000 | – | 12,267 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |