INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 101 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 | $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% | – |
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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% |