INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |