INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,014,358 | -2.8% | 43,155 | -2.8% | 0.20% | -1.5% |
| Q2 2023 | $1,043,962 | -0.2% | 44,405 | 0.0% | 0.20% | +5.2% |
| Q1 2023 | $1,045,960 | +1.1% | 44,405 | 0.0% | 0.19% | +1.1% |
| Q4 2022 | $1,035,081 | -17.4% | 44,405 | -19.1% | 0.19% | -29.4% |
| Q3 2022 | $1,253,000 | -0.6% | 54,905 | 0.0% | 0.27% | +4.7% |
| Q2 2022 | $1,260,000 | -6.4% | 54,905 | 0.0% | 0.26% | +11.3% |
| Q1 2022 | $1,346,000 | +451.6% | 54,905 | +469.0% | 0.23% | +492.3% |
| Q4 2021 | $244,000 | – | 9,650 | – | 0.04% | – |
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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% |