INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,731 | +1.1% | 24,450 | +1.1% | 0.06% | 0.0% |
| Q2 2023 | $543,566 | -7.2% | 24,180 | -7.3% | 0.06% | -15.2% |
| Q1 2023 | $585,715 | +1.8% | 26,085 | +0.2% | 0.07% | -1.5% |
| Q4 2022 | $575,562 | +12.9% | 26,020 | +10.2% | 0.07% | +4.7% |
| Q3 2022 | $510,000 | -4.0% | 23,610 | -3.1% | 0.06% | -4.5% |
| Q2 2022 | $531,000 | -9.2% | 24,360 | -0.8% | 0.07% | +11.7% |
| Q1 2022 | $585,000 | -6.2% | 24,560 | -1.7% | 0.06% | -7.7% |
| Q4 2021 | $624,000 | -1.1% | 24,990 | -0.8% | 0.06% | -13.3% |
| Q3 2021 | $631,000 | +5.2% | 25,190 | +5.7% | 0.08% | +5.6% |
| Q2 2021 | $600,000 | +0.7% | 23,840 | 0.0% | 0.07% | -10.1% |
| Q1 2021 | $596,000 | +21.9% | 23,840 | +21.4% | 0.08% | +11.3% |
| Q4 2020 | $489,000 | +1.0% | 19,635 | -2.1% | 0.07% | -10.1% |
| Q3 2020 | $484,000 | -4.2% | 20,060 | -6.8% | 0.08% | -15.1% |
| Q2 2020 | $505,000 | +12.0% | 21,535 | +6.0% | 0.09% | -7.0% |
| Q1 2020 | $451,000 | -54.1% | 20,310 | -47.3% | 0.10% | -39.8% |
| Q4 2019 | $983,000 | +19.0% | 38,575 | +17.8% | 0.17% | +2.5% |
| Q3 2019 | $826,000 | +17.7% | 32,745 | +17.9% | 0.16% | +13.3% |
| Q2 2019 | $702,000 | +29.5% | 27,784 | +27.8% | 0.14% | +24.3% |
| Q1 2019 | $542,000 | +80.1% | 21,734 | +68.8% | 0.12% | +51.3% |
| Q4 2018 | $301,000 | +8.7% | 12,872 | +15.7% | 0.08% | +26.7% |
| Q3 2018 | $277,000 | – | 11,122 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |