INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 122 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 | $2,690,782 | +88.9% | 114,477 | +88.9% | 0.06% | +93.5% |
| Q2 2023 | $1,424,658 | +36.5% | 60,598 | +36.7% | 0.03% | +47.6% |
| Q1 2023 | $1,043,910 | +120.3% | 44,318 | +118.0% | 0.02% | +61.5% |
| Q4 2022 | $473,962 | -42.3% | 20,333 | -43.6% | 0.01% | -50.0% |
| Q3 2022 | $822,000 | +309.0% | 36,040 | +311.8% | 0.03% | +333.3% |
| Q2 2022 | $201,000 | -39.6% | 8,752 | -33.5% | 0.01% | -53.8% |
| Q3 2021 | $333,000 | -31.1% | 13,165 | -30.5% | 0.01% | -18.8% |
| Q2 2021 | $483,000 | -58.8% | 18,951 | -59.1% | 0.02% | -75.4% |
| Q1 2021 | $1,172,000 | +445.1% | 46,315 | +417.6% | 0.06% | +333.3% |
| Q2 2020 | $215,000 | -46.1% | 8,948 | -49.7% | 0.02% | -55.9% |
| Q1 2020 | $399,000 | -72.8% | 17,778 | -68.2% | 0.03% | -86.6% |
| Q3 2018 | $1,467,000 | – | 55,941 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |