INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $304,000 | -1.6% | 14,066 | -0.8% | 0.03% | +3.6% |
| Q2 2022 | $309,000 | -16.0% | 14,180 | -8.3% | 0.03% | 0.0% |
| Q1 2022 | $368,000 | -6.6% | 15,458 | -2.0% | 0.03% | -3.4% |
| Q4 2021 | $394,000 | -3.7% | 15,770 | -3.4% | 0.03% | -9.4% |
| Q3 2021 | $409,000 | -3.8% | 16,320 | -3.4% | 0.03% | 0.0% |
| Q2 2021 | $425,000 | -3.8% | 16,898 | -4.4% | 0.03% | -13.5% |
| Q1 2021 | $442,000 | -1.8% | 17,681 | -2.1% | 0.04% | -7.5% |
| Q4 2020 | $450,000 | -64.3% | 18,068 | -65.4% | 0.04% | -66.7% |
| Q3 2020 | $1,259,000 | -4.3% | 52,232 | -7.0% | 0.12% | -12.4% |
| Q2 2020 | $1,316,000 | -6.3% | 56,156 | -11.2% | 0.14% | -22.6% |
| Q1 2020 | $1,404,000 | +177.5% | 63,204 | +218.8% | 0.18% | +254.0% |
| Q4 2019 | $506,000 | – | 19,828 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |