Private Advisory Group LLC - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 63 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$410,029
+61.6%
18,237
+61.6%
0.08%
+62.0%
Q2 2023$253,757
-31.4%
11,288
-31.5%
0.05%
-36.7%
Q1 2023$369,924
+8.9%
16,475
+7.3%
0.08%
+6.8%
Q4 2022$339,796
-11.7%
15,361
-13.8%
0.07%
-15.9%
Q3 2022$385,000
-4.0%
17,818
-3.2%
0.09%
-3.3%
Q2 2022$401,000
+53.6%
18,399
+68.2%
0.09%
+78.4%
Q1 2022$261,000
-16.6%
10,939
-12.7%
0.05%
-13.6%
Q4 2021$313,000
-0.6%
12,532
-0.5%
0.06%
-23.4%
Q3 2021$315,000
-9.0%
12,599
-8.4%
0.08%
-11.5%
Q2 2021$346,000
+3.0%
13,752
+2.2%
0.09%
-9.4%
Q1 2021$336,000
-62.4%
13,453
-62.5%
0.10%
-67.5%
Q4 2020$893,000
+23.0%
35,832
+19.0%
0.30%
+1.0%
Q3 2020$726,000
-1.0%
30,104
-3.8%
0.29%
-2.7%
Q2 2020$733,000
+16.3%
31,284
+10.2%
0.30%
-6.5%
Q1 2020$630,000
-7.1%
28,379
+6.7%
0.32%
+18.5%
Q4 2019$678,000–26,589–0.27%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2020
NameSharesValueWeighting ↓
Mirador Capital Partners LP 128,711$3,013,0001.86%
WRAPMANAGER INC 33,738$790,0000.28%
Ironwood Financial, llc 18,738$439,0000.25%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 508,970$11,915,0000.10%
Segment Wealth Management, LLC 12,872$301,0000.08%
Cetera Advisors LLC 53,493$1,250,0000.07%
AlphaStar Capital Management, LLC 9,070$212,0000.07%
Bluefin Trading, LLC 27,531$645,0000.06%
Integrated Wealth Concepts LLC 10,305$241,0000.06%
Anchor Investment Management, LLC 7,871$184,2600.05%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders