UNITED CAPITAL FINANCIAL ADVISORS, LLC - INVESCO EXCH TRD SLF IDX FD ownership

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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$17,211,705
-6.1%
732,257
-6.1%
0.11%
+13.0%
Q2 2023$18,332,217
-7.3%
779,763
-7.1%
0.10%
-9.1%
Q1 2023$19,784,972
+1.0%
839,770
-0.1%
0.11%0.0%
Q4 2022$19,591,751
+40.1%
840,487
+37.2%
0.11%
+32.5%
Q3 2022$13,980,000
+9.7%
612,611
+10.2%
0.08%
+18.6%
Q2 2022$12,749,000
-0.9%
555,742
+5.9%
0.07%
+12.9%
Q1 2022$12,859,000
+27.5%
524,629
+31.5%
0.06%
+34.8%
Q4 2021$10,089,000
+1442.7%
398,939
+1445.0%
0.05%
+1433.3%
Q3 2021$654,000
-11.0%
25,821
-10.6%
0.00%
-25.0%
Q2 2021$735,000
-4.0%
28,877
-4.6%
0.00%0.0%
Q1 2021$766,000
-7.5%
30,257
-7.2%
0.00%
-20.0%
Q4 2020$828,000
+8.0%
32,605
+4.2%
0.01%0.0%
Q3 2020$767,000
-90.1%
31,279
-90.3%
0.01%
-91.1%
Q2 2020$7,718,000
-30.3%
321,871
-34.8%
0.06%
-39.1%
Q1 2020$11,078,000
-18.0%
493,370
-4.5%
0.09%
+5.7%
Q4 2019$13,510,000
-3.6%
516,842
-3.8%
0.09%
-11.2%
Q3 2019$14,009,000
-1.6%
537,346
-1.7%
0.10%
+5.4%
Q2 2019$14,239,000
+9.1%
546,588
+8.8%
0.09%
+1.1%
Q1 2019$13,057,000
+11.8%
502,574
+6.0%
0.09%
-1.1%
Q4 2018$11,675,000
-3.7%
474,006
+2.4%
0.09%
+9.4%
Q3 2018$12,128,000
+1.5%
462,885
+0.5%
0.08%
-4.5%
Q2 2018$11,950,000460,4290.09%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
Mirador Capital Partners LP 1,906,089$44,430,92910.51%
COLLECTIVE FAMILY OFFICE LLC 389,439$9,077,8174.08%
IMA Wealth, Inc. 618,357$14,413,9043.82%
GILL CAPITAL PARTNERS, LLC 298,890$6,967,1263.29%
Blue Barn Wealth, LLC 170,536$3,975,1942.62%
Ironwood Financial, llc 358,005$8,345,0972.60%
BANTA ASSET MANAGEMENT LP 74,325$1,732,5162.33%
Harrison & Co Wealth Management, LLC 98,925$2,305,9422.23%
S.E.E.D. Planning Group LLC 213,426$4,974,9602.16%
Masso Torrence Wealth Management Inc. 113,193$2,638,5302.10%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders