INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 67 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $969,041 | +31.9% | 41,227 | +31.9% | 0.00% | – |
| Q2 2023 | $734,805 | +194.5% | 31,255 | +195.1% | 0.00% | – |
| Q1 2023 | $249,495 | -25.7% | 10,592 | -27.6% | 0.00% | – |
| Q2 2022 | $336,000 | -87.9% | 14,639 | -86.6% | 0.00% | -100.0% |
| Q3 2021 | $2,770,000 | +808.2% | 109,400 | +810.9% | 0.00% | – |
| Q4 2020 | $305,000 | -92.8% | 12,010 | -93.1% | 0.00% | -100.0% |
| Q3 2020 | $4,262,000 | -28.0% | 173,709 | -29.7% | 0.00% | -50.0% |
| Q2 2020 | $5,923,000 | +95.8% | 246,982 | +84.0% | 0.00% | +100.0% |
| Q1 2020 | $3,025,000 | +839.4% | 134,222 | +987.4% | 0.00% | – |
| Q2 2019 | $322,000 | -33.1% | 12,343 | -33.2% | 0.00% | – |
| Q1 2019 | $481,000 | – | 18,466 | – | 0.00% | – |
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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% |