INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 147 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,039,886 | -1.6% | 554,771 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $13,248,651 | +2.6% | 563,533 | +2.8% | 0.01% | -10.0% |
| Q1 2023 | $12,917,849 | +3.6% | 548,412 | +2.5% | 0.01% | -9.1% |
| Q4 2022 | $12,471,091 | +5.0% | 535,010 | +2.8% | 0.01% | 0.0% |
| Q3 2022 | $11,879,000 | +4.3% | 520,572 | +4.8% | 0.01% | 0.0% |
| Q2 2022 | $11,391,000 | +1.0% | 496,569 | +7.9% | 0.01% | +10.0% |
| Q1 2022 | $11,276,000 | -10.5% | 460,047 | -7.7% | 0.01% | -9.1% |
| Q4 2021 | $12,603,000 | +53.2% | 498,353 | +53.4% | 0.01% | +37.5% |
| Q3 2021 | $8,228,000 | +21.0% | 324,950 | +21.7% | 0.01% | +14.3% |
| Q2 2021 | $6,802,000 | +0.8% | 267,078 | +0.1% | 0.01% | -12.5% |
| Q1 2021 | $6,747,000 | +10.8% | 266,691 | +11.1% | 0.01% | 0.0% |
| Q4 2020 | $6,090,000 | +25.7% | 239,953 | +21.5% | 0.01% | 0.0% |
| Q3 2020 | $4,844,000 | +14.8% | 197,457 | +12.2% | 0.01% | +14.3% |
| Q2 2020 | $4,220,000 | +7.9% | 175,980 | +1.0% | 0.01% | -12.5% |
| Q1 2020 | $3,912,000 | +4.5% | 174,231 | +21.7% | 0.01% | +14.3% |
| Q4 2019 | $3,743,000 | -0.5% | 143,202 | -0.8% | 0.01% | -12.5% |
| Q3 2019 | $3,762,000 | +4.4% | 144,306 | +4.3% | 0.01% | 0.0% |
| Q2 2019 | $3,605,000 | +12.9% | 138,373 | +12.8% | 0.01% | +14.3% |
| Q1 2019 | $3,194,000 | +67.4% | 122,701 | +58.4% | 0.01% | +40.0% |
| Q4 2018 | $1,908,000 | +29.1% | 77,453 | +37.4% | 0.01% | +25.0% |
| Q3 2018 | $1,478,000 | +5.0% | 56,362 | +3.9% | 0.00% | 0.0% |
| Q2 2018 | $1,407,000 | – | 54,227 | – | 0.00% | – |
Download | ||||||
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% |