INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 86 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $895,312 | +1.5% | 39,873 | 0.0% | 0.22% | -10.1% |
| Q4 2022 | $881,991 | -16.8% | 39,873 | -18.7% | 0.25% | -23.5% |
| Q3 2022 | $1,060,000 | -6.1% | 49,025 | -5.4% | 0.32% | +2.9% |
| Q2 2022 | $1,129,000 | -8.5% | 51,823 | 0.0% | 0.32% | -19.4% |
| Q1 2022 | $1,234,000 | -1.0% | 51,823 | +3.9% | 0.39% | +10.1% |
| Q4 2021 | $1,246,000 | +5.8% | 49,861 | +5.9% | 0.36% | -1.4% |
| Q3 2021 | $1,178,000 | +23.5% | 47,063 | +24.1% | 0.36% | +24.1% |
| Q2 2021 | $954,000 | -15.4% | 37,911 | -16.0% | 0.29% | -17.6% |
| Q1 2021 | $1,127,000 | – | 45,134 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,504,280 | $56,305,988 | 12.81% |
| BANTA ASSET MANAGEMENT LP | 187,335 | $4,212,021 | 5.24% |
| Oder Investment Management, LLC | 182,666 | $4,107,038 | 4.45% |
| COLLECTIVE FAMILY OFFICE LLC | 424,245 | $9,538,687 | 3.72% |
| Kaye Capital Management | 347,523 | $7,813,663 | 3.58% |
| Ironwood Financial, llc | 500,627 | $11,256,048 | 3.02% |
| River Street Advisors LLC | 99,961 | $2,247,515 | 2.12% |
| Horizons Wealth Management | 124,625 | $2,802,045 | 2.04% |
| OLD SECOND NATIONAL BANK OF AURORA | 270,123 | $6,073,419 | 1.85% |
| SFE Investment Counsel | 273,400 | $6,147,098 | 1.79% |