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 | $707,891 | +0.1% | 30,117 | +0.2% | 0.41% | +8.2% |
| Q2 2023 | $706,965 | -7.2% | 30,071 | -7.0% | 0.38% | -9.1% |
| Q1 2023 | $761,674 | -4.3% | 32,336 | -5.3% | 0.42% | -8.5% |
| Q4 2022 | $796,162 | +1.0% | 34,155 | -1.1% | 0.46% | +5.5% |
| Q3 2022 | $788,000 | -3.7% | 34,548 | -3.1% | 0.43% | +1.2% |
| Q2 2022 | $818,000 | +129.8% | 35,640 | +145.5% | 0.43% | +161.0% |
| Q1 2022 | $356,000 | – | 14,516 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,686,626 | $39,652,587 | 9.40% |
| Oder Investment Management, LLC | 180,035 | $4,232,624 | 4.64% |
| BCS Wealth Management | 141,756 | $3,333 | 2.43% |
| Blue Barn Wealth, LLC | 152,956 | $3,595,996 | 2.34% |
| Denver PWM, LLC | 206,415 | $4,856,935 | 2.01% |
| GILL CAPITAL PARTNERS, LLC | 202,663 | $4,764,618 | 2.00% |
| Ironwood Financial, llc | 307,313 | $7,224,924 | 1.90% |
| S.E.E.D. Planning Group LLC | 220,173 | $5,176,267 | 1.82% |
| Masso Torrence Wealth Management Inc. | 100,711 | $2,367,712 | 1.71% |
| Werba Rubin Papier Wealth Management | 201,313 | $4,732,863 | 1.64% |