INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 116 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |