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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,424,975 | $32,033,438 | 7.59% |
| Oder Investment Management, LLC | 174,565 | $3,924,218 | 4.30% |
| BANTA ASSET MANAGEMENT LP | 152,250 | $3,422,580 | 3.99% |
| COLLECTIVE FAMILY OFFICE LLC | 407,828 | $9,167,978 | 3.58% |
| Ironwood Financial, llc | 495,189 | $11,131,854 | 2.93% |
| S.E.E.D. Planning Group LLC | 229,930 | $5,168,826 | 1.81% |
| SFE Investment Counsel | 282,763 | $6,356,512 | 1.80% |
| Masso Torrence Wealth Management Inc. | 99,882 | $2,245,338 | 1.62% |
| Werba Rubin Papier Wealth Management | 205,973 | $4,630,281 | 1.61% |
| Sound Stewardship, LLC | 98,695 | $2,218,667 | 1.46% |