INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 30 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,946 | -1.0% | 264,723 | -1.1% | 0.51% | -1.2% |
| Q2 2023 | $6,009 | +13.6% | 267,603 | +13.6% | 0.51% | +4.5% |
| Q1 2023 | $5,288 | +1788.6% | 235,651 | +1731.6% | 0.49% | +1650.0% |
| Q4 2022 | $280 | -99.7% | 12,866 | +163.6% | 0.03% | +133.3% |
| Q3 2022 | $105,000 | -8.7% | 4,880 | -7.5% | 0.01% | -29.4% |
| Q2 2022 | $115,000 | -24.8% | 5,277 | -18.5% | 0.02% | 0.0% |
| Q1 2022 | $153,000 | -26.1% | 6,477 | -21.7% | 0.02% | -32.0% |
| Q4 2021 | $207,000 | +140.7% | 8,277 | +140.1% | 0.02% | +127.3% |
| Q3 2021 | $86,000 | 0.0% | 3,448 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $86,000 | +8500.0% | 3,448 | +6796.0% | 0.01% | – |
| Q1 2021 | $1,000 | -96.8% | 50 | -96.1% | 0.00% | -100.0% |
| Q4 2020 | $31,000 | +93.8% | 1,269 | +91.7% | 0.01% | +50.0% |
| Q3 2020 | $16,000 | +6.7% | 662 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +7.1% | 655 | +1.1% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -12.5% | 648 | +0.8% | 0.00% | -20.0% |
| Q4 2019 | $16,000 | 0.0% | 643 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 643 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 643 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $16,000 | +6.7% | 643 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | -6.2% | 643 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 643 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $16,000 | – | 643 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
| WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
| Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
| Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
| Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
| AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
| Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
| Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |