INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 118 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,492 | -0.0% | 574 | 0.0% | 0.01% | +22.2% |
| Q2 2023 | $13,495 | -0.2% | 574 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $13,521 | -20.5% | 574 | -21.0% | 0.01% | -50.0% |
| Q4 2022 | $17,000 | 0.0% | 727 | 0.0% | 0.02% | +28.6% |
| Q3 2022 | $17,000 | -26.1% | 727 | -28.8% | 0.01% | -30.0% |
| Q2 2022 | $23,000 | -8.0% | 1,021 | 0.0% | 0.02% | +33.3% |
| Q1 2022 | $25,000 | -3.8% | 1,021 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $26,000 | -10.3% | 1,021 | -10.0% | 0.02% | -28.6% |
| Q3 2021 | $29,000 | 0.0% | 1,134 | 0.0% | 0.02% | -8.7% |
| Q2 2021 | $29,000 | 0.0% | 1,134 | 0.0% | 0.02% | -39.5% |
| Q1 2021 | $29,000 | 0.0% | 1,134 | 0.0% | 0.04% | +22.6% |
| Q4 2020 | $29,000 | -66.7% | 1,134 | -67.8% | 0.03% | -68.4% |
| Q3 2020 | $87,000 | +521.4% | 3,527 | +514.5% | 0.10% | +476.5% |
| Q2 2020 | $14,000 | +7.7% | 574 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $13,000 | – | 574 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crescent Capital Consulting, LLC | 863,246 | $21,837,000 | 3.60% |
| IMA Wealth, Inc. | 561,925 | $14,211,000 | 3.14% |
| Mirador Capital Partners LP | 495,650 | $12,535,000 | 2.64% |
| Ironwood Financial, llc | 367,637 | $9,298,000 | 2.55% |
| Straight Path Wealth Management | 113,861 | $2,880,000 | 2.51% |
| Harrison & Co Wealth Management, LLC | 116,766 | $2,953,000 | 2.49% |
| SFE Investment Counsel | 339,729 | $8,592,000 | 2.21% |
| Vista Private Wealth Partners. LLC | 206,336 | $5,218,000 | 1.99% |
| S.E.E.D. Planning Group LLC | 180,196 | $4,557,000 | 1.98% |
| GILL CAPITAL PARTNERS, LLC | 170,720 | $4,317,000 | 1.91% |