INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 1,686,626 | $39,652,587 | 9.40% |
| Oder Investment Management, LLC | 180,035 | $4,232,624 | 4.64% |
| BCS Wealth Management | 141,756 | $3,333 | 2.43% |
| Blue Barn Wealth, LLC | 152,956 | $3,595,996 | 2.34% |
| Denver PWM, LLC | 206,415 | $4,856,935 | 2.01% |
| GILL CAPITAL PARTNERS, LLC | 202,663 | $4,764,618 | 2.00% |
| Ironwood Financial, llc | 307,313 | $7,224,924 | 1.90% |
| S.E.E.D. Planning Group LLC | 220,173 | $5,176,267 | 1.82% |
| Masso Torrence Wealth Management Inc. | 100,711 | $2,367,712 | 1.71% |
| Werba Rubin Papier Wealth Management | 201,313 | $4,732,863 | 1.64% |