INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 86 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |