INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 118 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $304,000 | -5.0% | 13,322 | -4.6% | 0.03% | 0.0% |
| Q2 2022 | $320,000 | -14.2% | 13,961 | -8.4% | 0.03% | +3.6% |
| Q1 2022 | $373,000 | -5.1% | 15,238 | -2.1% | 0.03% | -3.4% |
| Q4 2021 | $393,000 | -3.7% | 15,558 | -3.5% | 0.03% | -6.5% |
| Q3 2021 | $408,000 | -4.0% | 16,114 | -3.4% | 0.03% | -3.1% |
| Q2 2021 | $425,000 | -3.2% | 16,687 | -3.8% | 0.03% | -13.5% |
| Q1 2021 | $439,000 | -2.2% | 17,355 | -1.9% | 0.04% | -7.5% |
| Q4 2020 | $449,000 | -64.3% | 17,695 | -65.5% | 0.04% | -66.7% |
| Q3 2020 | $1,259,000 | -4.8% | 51,322 | -6.9% | 0.12% | -13.0% |
| Q2 2020 | $1,322,000 | -39.2% | 55,127 | -43.1% | 0.14% | -49.6% |
| Q1 2020 | $2,173,000 | +287.3% | 96,800 | +350.7% | 0.27% | +398.2% |
| Q4 2019 | $561,000 | – | 21,477 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |