INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 77 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,458 | +157.1% | 64,163 | +154.3% | 0.08% | +188.9% |
| Q3 2023 | $567 | -41.9% | 25,227 | -41.9% | 0.03% | -35.7% |
| Q2 2023 | $976 | -100.0% | 43,427 | -56.3% | 0.04% | -63.5% |
| Q3 2022 | $2,147,000 | -36.2% | 99,324 | -29.7% | 0.12% | -0.9% |
| Q1 2022 | $3,364,000 | -57.7% | 141,229 | -55.6% | 0.12% | -45.5% |
| Q4 2021 | $7,944,000 | +1823.5% | 318,036 | +1827.6% | 0.21% | +1152.9% |
| Q3 2021 | $413,000 | -82.9% | 16,499 | -82.8% | 0.02% | -86.0% |
| Q2 2021 | $2,420,000 | +938.6% | 96,129 | +929.4% | 0.12% | +830.8% |
| Q1 2021 | $233,000 | +15.3% | 9,338 | +15.2% | 0.01% | -7.1% |
| Q4 2020 | $202,000 | -93.2% | 8,105 | -93.6% | 0.01% | -94.0% |
| Q2 2020 | $2,964,000 | -9.1% | 126,467 | -13.9% | 0.23% | +30.7% |
| Q1 2020 | $3,261,000 | +288.2% | 146,823 | +345.8% | 0.18% | +152.1% |
| Q4 2019 | $840,000 | +171.0% | 32,932 | +168.3% | 0.07% | +222.7% |
| Q3 2019 | $310,000 | – | 12,276 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |