INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 95 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,338 | -7.4% | 56,901 | -8.2% | 0.06% | -20.5% |
| Q4 2022 | $1,445 | -99.9% | 62,006 | -47.6% | 0.07% | -49.7% |
| Q3 2022 | $2,702,000 | +358.0% | 118,415 | +360.1% | 0.14% | +353.1% |
| Q2 2022 | $590,000 | -92.5% | 25,735 | -91.9% | 0.03% | -88.1% |
| Q1 2022 | $7,833,000 | -19.6% | 319,579 | -17.0% | 0.27% | +3.4% |
| Q4 2021 | $9,740,000 | – | 385,132 | – | 0.26% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $439,000 | -55.5% | 17,343 | -55.4% | 0.02% | -64.7% |
| Q4 2020 | $987,000 | +47.5% | 38,894 | +39.4% | 0.07% | +28.3% |
| Q2 2020 | $669,000 | -82.9% | 27,898 | -84.0% | 0.05% | -75.3% |
| Q1 2020 | $3,919,000 | +1.3% | 174,548 | +17.9% | 0.22% | -34.3% |
| Q4 2019 | $3,870,000 | – | 148,059 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |