INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,028 | +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 ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |