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 2022 | $5,528,000 | +309.5% | 242,229 | +317.1% | 0.24% | +317.5% |
| Q2 2022 | $1,350,000 | -10.7% | 58,071 | -6.1% | 0.06% | -1.7% |
| Q1 2022 | $1,512,000 | -2.8% | 61,821 | +0.5% | 0.06% | -20.5% |
| Q4 2021 | $1,555,000 | -12.1% | 61,528 | -11.9% | 0.07% | -15.1% |
| Q3 2021 | $1,769,000 | -1.0% | 69,868 | -0.4% | 0.09% | +6.2% |
| Q2 2021 | $1,787,000 | -1.2% | 70,178 | -1.8% | 0.08% | -13.8% |
| Q1 2021 | $1,808,000 | -35.4% | 71,458 | -35.2% | 0.09% | -37.3% |
| Q4 2020 | $2,799,000 | +47.5% | 110,301 | +42.6% | 0.15% | -4.5% |
| Q3 2020 | $1,898,000 | +11.1% | 77,366 | +8.8% | 0.16% | 0.0% |
| Q2 2020 | $1,708,000 | +11.9% | 71,122 | +2.4% | 0.16% | +13.8% |
| Q1 2020 | $1,527,000 | -1.9% | 69,458 | +16.6% | 0.14% | +23.2% |
| Q4 2019 | $1,557,000 | +7.5% | 59,558 | +6.9% | 0.11% | +1.8% |
| Q3 2019 | $1,449,000 | +27.8% | 55,698 | +28.4% | 0.11% | +29.4% |
| Q2 2019 | $1,134,000 | – | 43,373 | – | 0.08% | – |
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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% |