INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $382,978 | -4.9% | 16,290 | -4.7% | 0.04% | -15.2% |
| Q1 2023 | $402,555 | -8.2% | 17,090 | -9.2% | 0.05% | -9.8% |
| Q4 2022 | $438,578 | -40.4% | 18,815 | -41.7% | 0.05% | -44.6% |
| Q3 2022 | $736,000 | -0.5% | 32,265 | 0.0% | 0.09% | -2.1% |
| Q2 2022 | $740,000 | -6.4% | 32,265 | 0.0% | 0.09% | +14.6% |
| Q1 2022 | $791,000 | -6.9% | 32,265 | -4.0% | 0.08% | -7.9% |
| Q4 2021 | $850,000 | +34.7% | 33,615 | +34.9% | 0.09% | +18.7% |
| Q3 2021 | $631,000 | +1.8% | 24,915 | +2.4% | 0.08% | +1.4% |
| Q2 2021 | $620,000 | +0.6% | 24,335 | 0.0% | 0.07% | -9.8% |
| Q1 2021 | $616,000 | +1.8% | 24,335 | +2.1% | 0.08% | -5.7% |
| Q4 2020 | $605,000 | -3.8% | 23,830 | -7.0% | 0.09% | -14.7% |
| Q3 2020 | $629,000 | -2.9% | 25,635 | -5.1% | 0.10% | -15.0% |
| Q2 2020 | $648,000 | +20.9% | 27,010 | +13.1% | 0.12% | +0.8% |
| Q1 2020 | $536,000 | -55.8% | 23,880 | -48.6% | 0.12% | -42.0% |
| Q4 2019 | $1,214,000 | +13.6% | 46,434 | +13.3% | 0.20% | -1.9% |
| Q3 2019 | $1,069,000 | +23.4% | 40,994 | +23.3% | 0.21% | +18.8% |
| Q2 2019 | $866,000 | +23.7% | 33,244 | +23.6% | 0.18% | +18.9% |
| Q1 2019 | $700,000 | +171.3% | 26,894 | +156.5% | 0.15% | +127.7% |
| Q4 2018 | $258,000 | +12.7% | 10,485 | +20.0% | 0.06% | +30.0% |
| Q3 2018 | $229,000 | – | 8,735 | – | 0.05% | – |
Download | ||||||
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% |