INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 122 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $201 | +0.5% | 8,549 | -0.4% | 0.14% | +1.4% |
| Q4 2022 | $200 | -99.9% | 8,580 | -15.9% | 0.14% | -6.1% |
| Q1 2022 | $250,000 | -2.3% | 10,208 | +0.7% | 0.15% | -6.9% |
| Q4 2021 | $256,000 | +4.1% | 10,136 | +4.4% | 0.16% | +8.9% |
| Q3 2021 | $246,000 | +1.2% | 9,713 | +1.8% | 0.15% | 0.0% |
| Q2 2021 | $243,000 | -18.5% | 9,545 | -18.8% | 0.15% | -34.2% |
| Q4 2020 | $298,000 | -26.8% | 11,754 | -29.2% | 0.22% | -32.1% |
| Q3 2020 | $407,000 | – | 16,604 | – | 0.33% | – |
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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% |