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 2023 | $2,829,081 | -4.0% | 120,335 | -3.9% | 1.05% | -5.2% |
| Q1 2023 | $2,948,195 | +1.1% | 125,162 | +0.1% | 1.11% | -5.7% |
| Q4 2022 | $2,916,044 | +6.1% | 125,098 | +3.8% | 1.17% | +0.5% |
| Q3 2022 | $2,749,000 | +1.5% | 120,481 | +2.1% | 1.17% | +9.4% |
| Q2 2022 | $2,708,000 | -5.5% | 118,042 | +0.9% | 1.07% | +6.7% |
| Q1 2022 | $2,866,000 | -0.2% | 116,938 | +3.0% | 1.00% | +2.4% |
| Q4 2021 | $2,871,000 | -18.7% | 113,509 | -18.6% | 0.98% | -8.1% |
| Q3 2021 | $3,533,000 | -1.2% | 139,525 | -0.7% | 1.06% | +4.9% |
| Q2 2021 | $3,577,000 | +1.9% | 140,457 | +1.2% | 1.01% | -1.4% |
| Q1 2021 | $3,512,000 | +0.2% | 138,798 | +0.5% | 1.03% | -8.5% |
| Q4 2020 | $3,504,000 | +3.6% | 138,047 | +0.1% | 1.12% | -3.3% |
| Q3 2020 | $3,382,000 | +4.1% | 137,860 | +1.8% | 1.16% | -6.2% |
| Q2 2020 | $3,248,000 | +2.3% | 135,466 | -4.2% | 1.24% | -10.9% |
| Q1 2020 | $3,174,000 | -11.0% | 141,376 | +3.6% | 1.39% | +12.3% |
| Q4 2019 | $3,566,000 | +710.5% | 136,426 | +713.3% | 1.24% | +636.3% |
| Q3 2018 | $440,000 | – | 16,775 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 254,225 | $6,237,000 | 3.13% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| Tri-Star Advisors Inc. | 161,491 | $4,010,000 | 2.51% |
| Mirador Capital Partners LP | 309,843 | $7,601,000 | 2.37% |
| SFE Investment Counsel | 234,122 | $5,744,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 112,791 | $2,767,000 | 2.03% |
| Pacific Wealth Strategies Group, Inc. | 112,343 | $2,756,000 | 1.45% |
| FCA CORP /TX | 137,860 | $3,382,000 | 1.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 68,310 | $1,676,000 | 0.70% |
| BCS Wealth Management | 48,977 | $1,202,000 | 0.68% |