INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 116 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |