INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 149 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $919,162 | +174.6% | 39,105 | +174.7% | 0.01% | +200.0% |
| Q2 2023 | $334,727 | -17.2% | 14,238 | -17.0% | 0.00% | -33.3% |
| Q1 2023 | $404,267 | +24.5% | 17,163 | +23.2% | 0.00% | 0.0% |
| Q4 2022 | $324,691 | +13.9% | 13,929 | +11.3% | 0.00% | -25.0% |
| Q3 2022 | $285,000 | +42.5% | 12,511 | +53.4% | 0.00% | +100.0% |
| Q1 2022 | $200,000 | +952.6% | 8,154 | +911.7% | 0.00% | +100.0% |
| Q2 2020 | $19,000 | – | 806 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 468,151 | $11,844,000 | 3.04% |
| Ironwood Financial, llc | 339,561 | $8,591,000 | 2.80% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| SFE Investment Counsel | 285,989 | $7,236,000 | 2.11% |
| S.E.E.D. Planning Group LLC | 149,324 | $3,778,000 | 2.07% |
| Retirement Solution Inc. | 100,271 | $2,537,000 | 1.53% |
| Pacific Wealth Strategies Group, Inc. | 133,482 | $3,377,000 | 1.42% |
| BANTA ASSET MANAGEMENT LP | 76,600 | $1,938,000 | 1.39% |
| BCS Wealth Management | 106,407 | $2,692,000 | 1.28% |
| FCA CORP /TX | 138,798 | $3,512,000 | 1.03% |