INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,870 | -21.4% | 16,842 | -21.4% | 0.15% | -28.3% |
| Q2 2023 | $503,890 | -0.2% | 21,433 | -3.1% | 0.21% | +10.4% |
| Q1 2023 | $504,855 | -2.0% | 22,110 | 0.0% | 0.19% | -18.3% |
| Q4 2022 | $515,385 | +3.1% | 22,110 | +0.4% | 0.24% | -1.3% |
| Q3 2022 | $500,000 | -0.6% | 22,012 | 0.0% | 0.24% | +22.7% |
| Q2 2022 | $503,000 | -9.7% | 22,012 | -2.9% | 0.19% | -5.8% |
| Q1 2022 | $557,000 | -59.7% | 22,681 | -58.6% | 0.21% | -56.6% |
| Q4 2021 | $1,383,000 | – | 54,795 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |