INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,115 | -18.3% | 17,262 | -18.3% | 0.15% | -25.5% |
| Q2 2023 | $475,026 | +0.1% | 21,131 | -3.3% | 0.20% | +11.1% |
| Q1 2023 | $474,476 | -1.8% | 21,843 | 0.0% | 0.18% | -18.2% |
| Q4 2022 | $483,167 | +2.1% | 21,843 | -0.5% | 0.22% | -2.2% |
| Q3 2022 | $473,000 | -3.3% | 21,946 | -2.2% | 0.22% | +19.7% |
| Q2 2022 | $489,000 | -11.1% | 22,448 | -3.0% | 0.19% | -7.8% |
| Q1 2022 | $550,000 | -60.3% | 23,132 | -58.3% | 0.20% | -57.1% |
| Q4 2021 | $1,386,000 | – | 55,539 | – | 0.48% | – |
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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% |