INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 153 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,082,614 | -22.5% | 91,624 | -22.6% | 0.98% | -26.8% |
| Q4 2023 | $2,687,753 | -14.7% | 118,325 | -15.6% | 1.35% | +65.4% |
| Q3 2023 | $3,151,254 | -23.4% | 140,156 | -23.4% | 0.81% | -22.9% |
| Q2 2023 | $4,112,020 | -67.0% | 182,919 | -67.1% | 1.06% | -67.2% |
| Q1 2023 | $12,476,611 | +5.1% | 555,650 | +3.5% | 3.22% | +2.4% |
| Q4 2022 | $11,870,237 | +35.9% | 536,629 | +32.9% | 3.14% | +33.9% |
| Q3 2022 | $8,732,000 | +4.0% | 403,894 | +4.8% | 2.35% | +14.2% |
| Q2 2022 | $8,395,000 | +26980.6% | 385,261 | +31145.8% | 2.05% | +29242.9% |
| Q3 2021 | $31,000 | – | 1,233 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,424,975 | $32,033,438 | 7.59% |
| Oder Investment Management, LLC | 174,565 | $3,924,218 | 4.30% |
| BANTA ASSET MANAGEMENT LP | 152,250 | $3,422,580 | 3.99% |
| COLLECTIVE FAMILY OFFICE LLC | 407,828 | $9,167,978 | 3.58% |
| Ironwood Financial, llc | 495,189 | $11,131,854 | 2.93% |
| S.E.E.D. Planning Group LLC | 229,930 | $5,168,826 | 1.81% |
| SFE Investment Counsel | 282,763 | $6,356,512 | 1.80% |
| Masso Torrence Wealth Management Inc. | 99,882 | $2,245,338 | 1.62% |
| Werba Rubin Papier Wealth Management | 205,973 | $4,630,281 | 1.61% |
| Sound Stewardship, LLC | 98,695 | $2,218,667 | 1.46% |