INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 134 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,311 | -12.3% | 16,559 | -12.3% | 0.01% | 0.0% |
| Q2 2023 | $424,512 | -4.9% | 18,884 | -5.0% | 0.01% | -16.7% |
| Q1 2023 | $446,477 | +1.5% | 19,884 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $439,834 | +0.2% | 19,884 | -2.0% | 0.01% | -7.7% |
| Q3 2022 | $439,000 | +0.2% | 20,284 | +1.0% | 0.01% | -27.8% |
| Q2 2022 | $438,000 | -1.8% | 20,075 | +7.4% | 0.02% | +20.0% |
| Q1 2022 | $446,000 | -4.5% | 18,690 | 0.0% | 0.02% | +15.4% |
| Q4 2021 | $467,000 | -1.1% | 18,690 | -0.8% | 0.01% | -13.3% |
| Q3 2021 | $472,000 | +4.7% | 18,840 | +5.2% | 0.02% | 0.0% |
| Q2 2021 | $451,000 | +91.9% | 17,915 | +91.1% | 0.02% | +87.5% |
| Q1 2021 | $235,000 | – | 9,375 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
| WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
| Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
| Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
| Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
| AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
| Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
| Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |