INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 122 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $965,344 | -1.1% | 41,061 | -0.9% | 0.01% | -9.1% |
| Q1 2023 | $975,802 | +0.7% | 41,427 | -0.3% | 0.01% | 0.0% |
| Q4 2022 | $968,639 | +10.1% | 41,555 | +7.7% | 0.01% | -8.3% |
| Q3 2022 | $880,000 | -5.3% | 38,582 | -4.7% | 0.01% | 0.0% |
| Q2 2022 | $929,000 | -8.7% | 40,499 | -2.4% | 0.01% | +9.1% |
| Q1 2022 | $1,018,000 | +4.1% | 41,516 | +7.4% | 0.01% | +10.0% |
| Q4 2021 | $978,000 | +0.6% | 38,673 | +0.8% | 0.01% | -9.1% |
| Q3 2021 | $972,000 | 0.0% | 38,370 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $972,000 | – | 38,170 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crescent Capital Consulting, LLC | 863,246 | $21,837,000 | 3.60% |
| IMA Wealth, Inc. | 561,925 | $14,211,000 | 3.14% |
| Mirador Capital Partners LP | 495,650 | $12,535,000 | 2.64% |
| Ironwood Financial, llc | 367,637 | $9,298,000 | 2.55% |
| Straight Path Wealth Management | 113,861 | $2,880,000 | 2.51% |
| Harrison & Co Wealth Management, LLC | 116,766 | $2,953,000 | 2.49% |
| SFE Investment Counsel | 339,729 | $8,592,000 | 2.21% |
| Denver PWM, LLC | 206,336 | $5,218,000 | 1.99% |
| S.E.E.D. Planning Group LLC | 180,196 | $4,557,000 | 1.98% |
| GILL CAPITAL PARTNERS, LLC | 170,720 | $4,317,000 | 1.91% |