INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 77 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,028 | +2.4% | 48,969 | +2.4% | 0.04% | +5.1% |
| Q2 2023 | $1,074,971 | +4.6% | 47,819 | +4.5% | 0.04% | +14.7% |
| Q1 2023 | $1,027,816 | +0.9% | 45,774 | -0.6% | 0.03% | -5.6% |
| Q4 2022 | $1,019,140 | +2.0% | 46,073 | -0.3% | 0.04% | -5.3% |
| Q3 2022 | $999,000 | -2.9% | 46,223 | -2.2% | 0.04% | +5.6% |
| Q2 2022 | $1,029,000 | -13.1% | 47,245 | -4.9% | 0.04% | +2.9% |
| Q1 2022 | $1,184,000 | -3.8% | 49,690 | +0.8% | 0.04% | +2.9% |
| Q4 2021 | $1,231,000 | +5.8% | 49,291 | +6.1% | 0.03% | -2.9% |
| Q3 2021 | $1,164,000 | -0.8% | 46,465 | -0.3% | 0.04% | 0.0% |
| Q2 2021 | $1,173,000 | +13.9% | 46,613 | +13.1% | 0.04% | +6.1% |
| Q1 2021 | $1,030,000 | +8.3% | 41,230 | +8.0% | 0.03% | +3.1% |
| Q4 2020 | $951,000 | +9.9% | 38,170 | +6.4% | 0.03% | -5.9% |
| Q3 2020 | $865,000 | +7.1% | 35,867 | +4.1% | 0.03% | -2.9% |
| Q2 2020 | $808,000 | +73.4% | 34,470 | +64.3% | 0.04% | +25.0% |
| Q1 2020 | $466,000 | -10.0% | 20,981 | +3.2% | 0.03% | +27.3% |
| Q4 2019 | $518,000 | – | 20,332 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,504,280 | $56,305,988 | 12.81% |
| BANTA ASSET MANAGEMENT LP | 187,335 | $4,212,021 | 5.24% |
| Oder Investment Management, LLC | 182,666 | $4,107,038 | 4.45% |
| COLLECTIVE FAMILY OFFICE LLC | 424,245 | $9,538,687 | 3.72% |
| Kaye Capital Management | 347,523 | $7,813,663 | 3.58% |
| Ironwood Financial, llc | 500,627 | $11,256,048 | 3.02% |
| River Street Advisors LLC | 99,961 | $2,247,515 | 2.12% |
| Horizons Wealth Management | 124,625 | $2,802,045 | 2.04% |
| OLD SECOND NATIONAL BANK OF AURORA | 270,123 | $6,073,419 | 1.85% |
| SFE Investment Counsel | 273,400 | $6,147,098 | 1.79% |