INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,485,398 | +277.7% | 63,195 | +277.8% | 0.00% | – |
| Q2 2023 | $393,228 | +49.2% | 16,726 | +49.4% | 0.00% | – |
| Q1 2023 | $263,628 | -19.1% | 11,192 | -21.6% | 0.00% | – |
| Q3 2022 | $326,000 | -74.4% | 14,272 | -71.6% | 0.00% | – |
| Q3 2021 | $1,272,000 | +112.7% | 50,224 | +112.3% | 0.00% | – |
| Q1 2021 | $598,000 | +99.3% | 23,656 | +106.5% | 0.00% | – |
| Q4 2019 | $300,000 | -85.0% | 11,458 | -85.1% | 0.00% | -100.0% |
| Q1 2019 | $2,004,000 | +111.6% | 76,969 | +100.2% | 0.00% | – |
| Q4 2018 | $947,000 | – | 38,444 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 254,225 | $6,237,000 | 3.13% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| Tri-Star Advisors Inc. | 161,491 | $4,010,000 | 2.51% |
| Mirador Capital Partners LP | 309,843 | $7,601,000 | 2.37% |
| SFE Investment Counsel | 234,122 | $5,744,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 112,791 | $2,767,000 | 2.03% |
| Pacific Wealth Strategies Group, Inc. | 112,343 | $2,756,000 | 1.45% |
| FCA CORP /TX | 137,860 | $3,382,000 | 1.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 68,310 | $1,676,000 | 0.70% |
| BCS Wealth Management | 48,977 | $1,202,000 | 0.68% |