INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 64 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $539,000 | -8.8% | 24,716 | -0.4% | 0.17% | +6.3% |
| Q1 2022 | $591,000 | -8.9% | 24,820 | -4.5% | 0.16% | -2.5% |
| Q4 2021 | $649,000 | +4.5% | 25,997 | +4.8% | 0.16% | 0.0% |
| Q3 2021 | $621,000 | +0.3% | 24,810 | +1.0% | 0.16% | +1.2% |
| Q2 2021 | $619,000 | +0.3% | 24,575 | -0.5% | 0.16% | -6.4% |
| Q1 2021 | $617,000 | -12.2% | 24,688 | -12.5% | 0.17% | -16.6% |
| Q4 2020 | $703,000 | +11.6% | 28,212 | +8.0% | 0.20% | -2.8% |
| Q3 2020 | $630,000 | +3.4% | 26,113 | +0.5% | 0.21% | -6.6% |
| Q2 2020 | $609,000 | -10.2% | 25,987 | -14.9% | 0.23% | -25.2% |
| Q1 2020 | $678,000 | -41.6% | 30,532 | -33.0% | 0.30% | -17.3% |
| Q4 2019 | $1,161,000 | +2.0% | 45,542 | +1.0% | 0.36% | -2.7% |
| Q3 2019 | $1,138,000 | -7.1% | 45,110 | -7.0% | 0.38% | -5.1% |
| Q2 2019 | $1,225,000 | +4.2% | 48,480 | +2.9% | 0.40% | +1.8% |
| Q1 2019 | $1,176,000 | +48.9% | 47,116 | +39.7% | 0.39% | +38.6% |
| Q4 2018 | $790,000 | -13.4% | 33,738 | -7.9% | 0.28% | -3.8% |
| Q3 2018 | $912,000 | +18.6% | 36,637 | +17.1% | 0.29% | +12.8% |
| Q2 2018 | $769,000 | – | 31,291 | – | 0.26% | – |
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% |