INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,190,527 | -0.3% | 50,650 | -0.2% | 0.04% | +4.7% |
| Q2 2023 | $1,193,694 | +4.6% | 50,773 | +4.8% | 0.04% | +13.2% |
| Q1 2023 | $1,141,479 | +5.5% | 48,460 | +4.4% | 0.04% | -2.6% |
| Q4 2022 | $1,082,386 | +3.9% | 46,434 | +1.7% | 0.04% | -2.5% |
| Q3 2022 | $1,042,000 | -2.3% | 45,674 | -1.8% | 0.04% | +8.1% |
| Q2 2022 | $1,067,000 | -16.3% | 46,505 | -10.6% | 0.04% | -2.6% |
| Q1 2022 | $1,275,000 | -2.4% | 52,028 | +0.7% | 0.04% | +5.6% |
| Q4 2021 | $1,307,000 | +7.0% | 51,674 | +7.1% | 0.04% | -2.7% |
| Q3 2021 | $1,221,000 | -1.2% | 48,230 | -0.6% | 0.04% | 0.0% |
| Q2 2021 | $1,236,000 | +16.4% | 48,525 | +15.6% | 0.04% | +8.8% |
| Q1 2021 | $1,062,000 | +7.3% | 41,973 | +7.6% | 0.03% | 0.0% |
| Q4 2020 | $990,000 | +8.0% | 39,011 | +4.4% | 0.03% | -5.6% |
| Q3 2020 | $917,000 | +5.9% | 37,359 | +3.5% | 0.04% | -5.3% |
| Q2 2020 | $866,000 | +65.0% | 36,104 | +54.4% | 0.04% | +22.6% |
| Q1 2020 | $525,000 | -6.7% | 23,377 | +8.5% | 0.03% | +29.2% |
| Q4 2019 | $563,000 | -3.1% | 21,548 | -3.3% | 0.02% | -14.3% |
| Q3 2019 | $581,000 | +3.8% | 22,278 | +3.7% | 0.03% | -3.4% |
| Q2 2019 | $560,000 | +6.3% | 21,479 | +6.0% | 0.03% | -3.3% |
| Q1 2019 | $527,000 | – | 20,264 | – | 0.03% | – |
Download | ||||||
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% |