INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,122 | -0.0% | 14,300 | 0.0% | 0.42% | +6.6% |
| Q2 2023 | $336,193 | -80.1% | 14,300 | -80.1% | 0.39% | -80.1% |
| Q1 2023 | $1,692,588 | -2.3% | 72,025 | -3.1% | 1.97% | -15.5% |
| Q4 2022 | $1,732,516 | -4.1% | 74,325 | -6.1% | 2.33% | -3.3% |
| Q3 2022 | $1,806,000 | -12.0% | 79,150 | -11.5% | 2.41% | -3.8% |
| Q2 2022 | $2,052,000 | -4.2% | 89,450 | +2.3% | 2.50% | +44.8% |
| Q1 2022 | $2,142,000 | -11.9% | 87,400 | -9.1% | 1.73% | -5.0% |
| Q4 2021 | $2,430,000 | +15.9% | 96,100 | +16.7% | 1.82% | -10.1% |
| Q3 2021 | $2,097,000 | 0.0% | 82,350 | 0.0% | 2.02% | +25.0% |
| Q2 2021 | $2,097,000 | +8.2% | 82,350 | +7.5% | 1.62% | +16.6% |
| Q1 2021 | $1,938,000 | – | 76,600 | – | 1.39% | – |
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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% |