INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $296,840 | -3.0% | 12,602 | -4.0% | 0.01% | -11.1% |
| Q4 2022 | $305,990 | -5.3% | 13,127 | -7.1% | 0.01% | -10.0% |
| Q3 2022 | $323,000 | +11.0% | 14,127 | +11.4% | 0.01% | -16.7% |
| Q2 2022 | $291,000 | -0.3% | 12,685 | +6.7% | 0.01% | +20.0% |
| Q1 2022 | $292,000 | -34.1% | 11,885 | -32.0% | 0.01% | -23.1% |
| Q4 2021 | $443,000 | +8.3% | 17,485 | +8.4% | 0.01% | 0.0% |
| Q3 2021 | $409,000 | +1.2% | 16,135 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $404,000 | – | 15,835 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |