INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 149 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,480 | -0.7% | 275,606 | -0.5% | 0.02% | -14.8% |
| Q1 2023 | $6,527 | -2.9% | 277,083 | -3.9% | 0.03% | +3.8% |
| Q4 2022 | $6,724 | -99.9% | 288,461 | -0.6% | 0.03% | -7.1% |
| Q3 2022 | $6,623,000 | +6.3% | 290,210 | +7.2% | 0.03% | 0.0% |
| Q2 2022 | $6,228,000 | +10.8% | 270,682 | +18.0% | 0.03% | +16.7% |
| Q1 2022 | $5,621,000 | +54.6% | 229,332 | +59.4% | 0.02% | +71.4% |
| Q4 2021 | $3,637,000 | +6.1% | 143,830 | +6.3% | 0.01% | -6.7% |
| Q3 2021 | $3,427,000 | +11.1% | 135,348 | +11.8% | 0.02% | +7.1% |
| Q2 2021 | $3,084,000 | +4.3% | 121,090 | +3.6% | 0.01% | 0.0% |
| Q1 2021 | $2,958,000 | +23.7% | 116,933 | +24.1% | 0.01% | +16.7% |
| Q4 2020 | $2,392,000 | +13.3% | 94,255 | +9.5% | 0.01% | 0.0% |
| Q3 2020 | $2,112,000 | +10.1% | 86,081 | +7.6% | 0.01% | 0.0% |
| Q2 2020 | $1,918,000 | +18.1% | 79,992 | +10.6% | 0.01% | -7.7% |
| Q1 2020 | $1,624,000 | -6.4% | 72,338 | +9.0% | 0.01% | +18.2% |
| Q4 2019 | $1,735,000 | +25.2% | 66,378 | +24.9% | 0.01% | +10.0% |
| Q3 2019 | $1,386,000 | +7.8% | 53,161 | +7.7% | 0.01% | 0.0% |
| Q2 2019 | $1,286,000 | +10.6% | 49,370 | +10.5% | 0.01% | 0.0% |
| Q1 2019 | $1,163,000 | +9.3% | 44,691 | +3.5% | 0.01% | 0.0% |
| Q4 2018 | $1,064,000 | -0.7% | 43,188 | +5.7% | 0.01% | +11.1% |
| Q3 2018 | $1,072,000 | +7.5% | 40,858 | +6.4% | 0.01% | -10.0% |
| Q2 2018 | $997,000 | – | 38,415 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |