INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 145 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $205,208 | -80.6% | 9,032 | -80.6% | 0.00% | -88.9% |
| Q1 2024 | $1,055,959 | +1.9% | 46,457 | +1.8% | 0.01% | -10.0% |
| Q4 2023 | $1,036,381 | +4.0% | 45,625 | +2.9% | 0.01% | -9.1% |
| Q3 2023 | $996,599 | -9.2% | 44,325 | -9.2% | 0.01% | -15.4% |
| Q2 2023 | $1,097,692 | +38.0% | 48,830 | +37.9% | 0.01% | +30.0% |
| Q1 2023 | $795,235 | +33.3% | 35,416 | +31.3% | 0.01% | +25.0% |
| Q4 2022 | $596,697 | +26.4% | 26,975 | +23.6% | 0.01% | +14.3% |
| Q3 2022 | $472,000 | +14.3% | 21,831 | +15.1% | 0.01% | +16.7% |
| Q2 2022 | $413,000 | – | 18,967 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |