INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,000 | -14.2% | 36,594 | -14.1% | 0.00% | – |
| Q2 2023 | $1,002,000 | -5.1% | 42,602 | -5.0% | 0.00% | – |
| Q1 2023 | $1,056,000 | -35.5% | 44,841 | -36.1% | 0.00% | – |
| Q4 2022 | $1,637,000 | -7.5% | 70,212 | -9.4% | 0.00% | -100.0% |
| Q3 2022 | $1,770,000 | +4.8% | 77,537 | +5.3% | 0.00% | – |
| Q2 2022 | $1,689,000 | -37.4% | 73,616 | -33.2% | 0.00% | -100.0% |
| Q1 2022 | $2,700,000 | +16.2% | 110,177 | +19.9% | 0.00% | 0.0% |
| Q4 2021 | $2,324,000 | -2.9% | 91,918 | -2.8% | 0.00% | 0.0% |
| Q3 2021 | $2,394,000 | -2.4% | 94,552 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $2,454,000 | -7.3% | 96,360 | -7.9% | 0.00% | 0.0% |
| Q1 2021 | $2,647,000 | -16.8% | 104,624 | -16.5% | 0.00% | 0.0% |
| Q4 2020 | $3,180,000 | +7.7% | 125,277 | +4.1% | 0.00% | 0.0% |
| Q3 2020 | $2,953,000 | +22.9% | 120,369 | +20.2% | 0.00% | 0.0% |
| Q2 2020 | $2,403,000 | +17.4% | 100,182 | +9.8% | 0.00% | 0.0% |
| Q1 2020 | $2,047,000 | -8.6% | 91,199 | +6.5% | 0.00% | 0.0% |
| Q4 2019 | $2,240,000 | +5.8% | 85,669 | +5.5% | 0.00% | 0.0% |
| Q3 2019 | $2,117,000 | +7.7% | 81,187 | +7.6% | 0.00% | 0.0% |
| Q2 2019 | $1,966,000 | +42.3% | 75,445 | +42.1% | 0.00% | 0.0% |
| Q1 2019 | $1,382,000 | +117.0% | 53,111 | +105.4% | 0.00% | – |
| Q4 2018 | $637,000 | +95.4% | 25,857 | +107.9% | 0.00% | – |
| Q3 2018 | $326,000 | -20.1% | 12,436 | -21.0% | 0.00% | – |
| Q2 2018 | $408,000 | – | 15,738 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |