INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,955 | +1.0% | 24,333 | +1.0% | 0.02% | -4.3% |
| Q2 2023 | $566,542 | +1.2% | 24,098 | +1.4% | 0.02% | -4.2% |
| Q1 2023 | $559,967 | +21.9% | 23,773 | +20.6% | 0.02% | +9.1% |
| Q4 2022 | $459,312 | -8.7% | 19,705 | -10.5% | 0.02% | -15.4% |
| Q3 2022 | $503,000 | -3.5% | 22,020 | -3.1% | 0.03% | -3.7% |
| Q2 2022 | $521,000 | -8.8% | 22,725 | -2.4% | 0.03% | -3.6% |
| Q1 2022 | $571,000 | -2.9% | 23,277 | +0.2% | 0.03% | -3.4% |
| Q4 2021 | $588,000 | +4.1% | 23,233 | +4.0% | 0.03% | -9.4% |
| Q3 2021 | $565,000 | -4.7% | 22,330 | -4.1% | 0.03% | -11.1% |
| Q2 2021 | $593,000 | +43.6% | 23,279 | +42.6% | 0.04% | +9.1% |
| Q1 2021 | $413,000 | -29.8% | 16,320 | -29.6% | 0.03% | -26.7% |
| Q4 2020 | $588,000 | +8.3% | 23,167 | +4.7% | 0.04% | -2.2% |
| Q3 2020 | $543,000 | +0.6% | 22,123 | -1.8% | 0.05% | -8.0% |
| Q2 2020 | $540,000 | +1.3% | 22,525 | -5.0% | 0.05% | -13.8% |
| Q1 2020 | $533,000 | -18.9% | 23,723 | -5.6% | 0.06% | -19.4% |
| Q4 2019 | $657,000 | +2.8% | 25,128 | +2.5% | 0.07% | -6.5% |
| Q3 2019 | $639,000 | +0.3% | 24,510 | +0.2% | 0.08% | -7.2% |
| Q2 2019 | $637,000 | -15.0% | 24,455 | -15.0% | 0.08% | -23.9% |
| Q1 2019 | $749,000 | +6.4% | 28,756 | +0.6% | 0.11% | -9.2% |
| Q4 2018 | $704,000 | +4.5% | 28,591 | +11.2% | 0.12% | +0.8% |
| Q3 2018 | $674,000 | +0.6% | 25,706 | -0.4% | 0.12% | -4.8% |
| Q2 2018 | $670,000 | – | 25,812 | – | 0.12% | – |
Download | ||||||
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% |