INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,320 | -0.0% | 22,562 | 0.0% | 0.40% | -6.6% |
| Q2 2023 | $530,433 | -0.2% | 22,562 | 0.0% | 0.42% | -15.0% |
| Q1 2023 | $531,448 | +99.5% | 22,562 | +97.4% | 0.50% | +8.5% |
| Q4 2022 | $266,433 | +24.5% | 11,430 | +35.3% | 0.46% | +222.4% |
| Q4 2021 | $214,000 | 0.0% | 8,451 | 0.0% | 0.14% | +8.3% |
| Q3 2021 | $214,000 | -4.9% | 8,451 | -2.1% | 0.13% | -21.4% |
| Q2 2019 | $225,000 | -2.6% | 8,631 | -2.8% | 0.17% | +5.0% |
| Q1 2019 | $231,000 | – | 8,884 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 254,225 | $6,237,000 | 3.13% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| Tri-Star Advisors Inc. | 161,491 | $4,010,000 | 2.51% |
| Mirador Capital Partners LP | 309,843 | $7,601,000 | 2.37% |
| SFE Investment Counsel | 234,122 | $5,744,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 112,791 | $2,767,000 | 2.03% |
| Pacific Wealth Strategies Group, Inc. | 112,343 | $2,756,000 | 1.45% |
| FCA CORP /TX | 137,860 | $3,382,000 | 1.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 68,310 | $1,676,000 | 0.70% |
| BCS Wealth Management | 48,977 | $1,202,000 | 0.68% |