INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 153 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $276,639 | -5.1% | 12,176 | -5.0% | 0.00% | 0.0% |
| Q1 2024 | $291,360 | -74.1% | 12,818 | -74.4% | 0.00% | -66.7% |
| Q3 2023 | $1,127,000 | -2.0% | 50,110 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $1,150,000 | +100777.2% | 51,159 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $1,140 | +3.5% | 50,766 | +2.0% | 0.00% | -25.0% |
| Q4 2022 | $1,101 | -100.0% | 49,789 | -47.9% | 0.00% | -55.6% |
| Q1 2022 | $2,277,000 | -10.2% | 95,593 | -5.9% | 0.01% | -18.2% |
| Q4 2021 | $2,537,000 | +723.7% | 101,553 | +724.6% | 0.01% | +450.0% |
| Q3 2021 | $308,000 | – | 12,315 | – | 0.00% | – |
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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% |