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 | $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 ↓ |
|---|---|---|---|
| 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% |