INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $51,000 | -7.3% | 2,225 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $55,000 | -1.8% | 2,225 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $56,000 | 0.0% | 2,225 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $56,000 | -71.0% | 2,225 | -74.1% | 0.01% | -81.1% |
| Q1 2020 | $193,000 | -13.8% | 8,580 | 0.0% | 0.04% | +8.8% |
| Q4 2019 | $224,000 | +23.1% | 8,580 | +22.7% | 0.03% | +30.8% |
| Q3 2019 | $182,000 | -3.7% | 6,990 | -3.7% | 0.03% | -7.1% |
| Q2 2019 | $189,000 | 0.0% | 7,260 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $189,000 | +5.6% | 7,260 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $179,000 | -5.8% | 7,260 | 0.0% | 0.03% | +7.1% |
| Q3 2018 | $190,000 | +1.1% | 7,260 | 0.0% | 0.03% | -3.4% |
| Q2 2018 | $188,000 | – | 7,260 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,686,626 | $39,652,587 | 9.40% |
| Oder Investment Management, LLC | 180,035 | $4,232,624 | 4.64% |
| BCS Wealth Management | 141,756 | $3,333 | 2.43% |
| Blue Barn Wealth, LLC | 152,956 | $3,595,996 | 2.34% |
| Denver PWM, LLC | 206,415 | $4,856,935 | 2.01% |
| GILL CAPITAL PARTNERS, LLC | 202,663 | $4,764,618 | 2.00% |
| Ironwood Financial, llc | 307,313 | $7,224,924 | 1.90% |
| S.E.E.D. Planning Group LLC | 220,173 | $5,176,267 | 1.82% |
| Masso Torrence Wealth Management Inc. | 100,711 | $2,367,712 | 1.71% |
| Werba Rubin Papier Wealth Management | 201,313 | $4,732,863 | 1.64% |