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

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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%.

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Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$401,635
+3.2%
17,087
+3.2%
0.08%
+2.6%
Q2 2023$389,347
+2.3%
16,561
+2.5%
0.08%
-4.9%
Q1 2023$380,504
-5.0%
16,154
-6.0%
0.08%
-8.0%
Q4 2022$400,425
-4.4%
17,178
-6.3%
0.09%
-8.3%
Q3 2022$419,000
-17.8%
18,340
-17.5%
0.10%
-17.2%
Q2 2022$510,000
+26.9%
22,236
+35.5%
0.12%
+46.8%
Q1 2022$402,000
-25.4%
16,414
-23.1%
0.08%
-22.5%
Q4 2021$539,000
-1.6%
21,332
-1.4%
0.10%
-23.9%
Q3 2021$548,000
-7.1%
21,636
-6.5%
0.13%
-10.1%
Q2 2021$590,000
-11.4%
23,145
-12.1%
0.15%
-22.0%
Q1 2021$666,000
-49.0%
26,318
-48.9%
0.19%
-55.8%
Q4 2020$1,306,000
-19.0%
51,464
-21.7%
0.43%
-33.4%
Q3 2020$1,612,000
+0.8%
65,725
-1.5%
0.65%
-0.9%
Q2 2020$1,600,000
-1.5%
66,718
-7.8%
0.66%
-20.9%
Q1 2020$1,625,000
-17.6%
72,379
-4.0%
0.83%
+5.1%
Q4 2019$1,972,000
+16.5%
75,421
+16.1%
0.79%
+5.9%
Q3 2019$1,693,000
+152.7%
64,938
+152.4%
0.74%
+142.3%
Q2 2019$670,000–25,725–0.31%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Mirador Capital Partners LP 1,686,626$39,652,5879.40%
Oder Investment Management, LLC 180,035$4,232,6244.64%
BCS Wealth Management 141,756$3,3332.43%
Blue Barn Wealth, LLC 152,956$3,595,9962.34%
Denver PWM, LLC 206,415$4,856,9352.01%
GILL CAPITAL PARTNERS, LLC 202,663$4,764,6182.00%
Ironwood Financial, llc 307,313$7,224,9241.90%
S.E.E.D. Planning Group LLC 220,173$5,176,2671.82%
Masso Torrence Wealth Management Inc. 100,711$2,367,7121.71%
Werba Rubin Papier Wealth Management 201,313$4,732,8631.64%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders