INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 62 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $320 | -86.2% | 13,942 | -86.4% | 0.02% | -84.3% |
| Q3 2023 | $2,312 | +82.9% | 102,838 | +83.4% | 0.11% | +96.4% |
| Q2 2023 | $1,264 | -76.0% | 56,060 | -76.1% | 0.06% | -74.2% |
| Q1 2023 | $5,277 | -99.9% | 234,748 | -9.8% | 0.21% | -29.9% |
| Q3 2022 | $5,663,000 | +199.5% | 260,359 | +202.2% | 0.30% | +201.0% |
| Q2 2022 | $1,891,000 | +12.9% | 86,153 | +22.2% | 0.10% | +74.1% |
| Q1 2022 | $1,675,000 | -32.5% | 70,485 | -30.2% | 0.06% | -13.4% |
| Q4 2021 | $2,480,000 | +330.6% | 100,998 | +330.7% | 0.07% | +191.3% |
| Q3 2021 | $576,000 | -65.4% | 23,449 | -65.2% | 0.02% | -72.3% |
| Q2 2021 | $1,666,000 | +122.1% | 67,413 | +120.7% | 0.08% | +102.4% |
| Q1 2021 | $750,000 | -46.8% | 30,547 | -46.9% | 0.04% | -57.7% |
| Q4 2020 | $1,411,000 | -39.2% | 57,559 | -43.5% | 0.10% | -47.0% |
| Q2 2020 | $2,319,000 | +159.4% | 101,812 | +142.7% | 0.18% | +273.5% |
| Q1 2020 | $894,000 | – | 41,949 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 367,700 | $8,423,992 | 9.90% |
| Sterling Financial Group, Inc. | 785,314 | $17,991,536 | 8.17% |
| Mirador Capital Partners LP | 1,501,560 | $34,400,738 | 6.47% |
| FF Advisors,LLC | 205,210 | $4,701,371 | 3.31% |
| Oder Investment Management, LLC | 154,751 | $3,545,338 | 3.21% |
| COLLECTIVE FAMILY OFFICE LLC | 388,513 | $8,900,833 | 2.62% |
| Ironwood Financial, llc | 416,655 | $9,545,566 | 2.14% |
| Verity Asset Management, Inc. | 225,451 | $5,165,098 | 2.03% |
| Horizons Wealth Management | 106,714 | $2,460,825 | 1.95% |
| PRIVATE CLIENT SERVICES, LLC | 126,630 | $2,901,093 | 1.82% |