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 | $1,850,000 | -6.6% | 78,789 | -6.5% | 0.00% | -25.0% |
| Q2 2023 | $1,980,000 | -1.0% | 84,262 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $2,001,000 | -55.8% | 84,994 | -56.3% | 0.00% | -60.0% |
| Q4 2022 | $4,529,000 | +1.0% | 194,304 | -1.2% | 0.01% | -16.7% |
| Q3 2022 | $4,483,000 | -2.4% | 196,604 | -1.8% | 0.01% | 0.0% |
| Q2 2022 | $4,592,000 | -8.2% | 200,209 | -1.9% | 0.01% | +9.1% |
| Q1 2022 | $5,000,000 | +2.6% | 203,985 | +5.8% | 0.01% | 0.0% |
| Q4 2021 | $4,875,000 | +71.7% | 192,823 | +71.8% | 0.01% | +37.5% |
| Q3 2021 | $2,840,000 | +4.0% | 112,263 | +4.8% | 0.01% | 0.0% |
| Q2 2021 | $2,730,000 | +17.6% | 107,117 | +16.9% | 0.01% | +14.3% |
| Q1 2021 | $2,322,000 | -67.9% | 91,648 | -67.8% | 0.01% | -76.7% |
| Q4 2020 | $7,225,000 | +15.4% | 284,304 | +11.3% | 0.03% | 0.0% |
| Q3 2020 | $6,260,000 | +10.8% | 255,529 | +8.6% | 0.03% | -3.2% |
| Q2 2020 | $5,652,000 | +12.9% | 235,321 | +5.4% | 0.03% | -3.1% |
| Q1 2020 | $5,008,000 | +518.3% | 223,295 | +611.6% | 0.03% | +540.0% |
| Q4 2019 | $810,000 | +155.5% | 31,380 | +156.1% | 0.01% | +150.0% |
| Q3 2019 | $317,000 | – | 12,254 | – | 0.00% | – |
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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% |