INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,174 | -41.9% | 8,729 | -41.9% | 0.02% | -40.0% |
| Q2 2023 | $353,220 | -45.3% | 15,024 | -45.2% | 0.02% | -45.7% |
| Q1 2023 | $645,540 | -10.3% | 27,406 | -11.2% | 0.05% | -16.4% |
| Q4 2022 | $719,730 | +9.7% | 30,876 | +7.4% | 0.06% | 0.0% |
| Q3 2022 | $656,000 | +0.9% | 28,757 | +1.5% | 0.06% | +5.8% |
| Q2 2022 | $650,000 | +20.4% | 28,330 | +28.5% | 0.05% | +44.4% |
| Q1 2022 | $540,000 | -2.9% | 22,039 | +0.3% | 0.04% | 0.0% |
| Q4 2021 | $556,000 | -1.4% | 21,978 | -0.7% | 0.04% | -18.2% |
| Q2 2021 | $564,000 | +8.0% | 22,129 | +7.2% | 0.04% | -12.0% |
| Q1 2021 | $522,000 | +0.4% | 20,638 | +0.7% | 0.05% | -7.4% |
| Q4 2020 | $520,000 | -48.5% | 20,501 | -50.2% | 0.05% | -29.9% |
| Q3 2020 | $1,010,000 | +118.1% | 41,167 | +113.1% | 0.08% | +10.0% |
| Q2 2020 | $463,000 | +7.7% | 19,317 | +17.4% | 0.07% | +29.6% |
| Q4 2019 | $430,000 | – | 16,449 | – | 0.05% | – |
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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% |