INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 149 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,143,897 | +0.8% | 48,666 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $1,135,223 | -22.6% | 48,287 | -22.5% | 0.01% | -27.8% |
| Q1 2023 | $1,467,583 | +9998.3% | 62,305 | +7.3% | 0.02% | – |
| Q4 2022 | $14,533 | -98.9% | 58,061 | +1.1% | 0.00% | -100.0% |
| Q3 2022 | $1,310,000 | +3.4% | 57,403 | +3.9% | 0.02% | +4.8% |
| Q2 2022 | $1,267,000 | +74.0% | 55,251 | +86.0% | 0.02% | +75.0% |
| Q1 2022 | $728,000 | -2.8% | 29,704 | +0.3% | 0.01% | +9.1% |
| Q4 2021 | $749,000 | +9.2% | 29,609 | +9.3% | 0.01% | -35.3% |
| Q3 2021 | $686,000 | +9.1% | 27,099 | +9.7% | 0.02% | 0.0% |
| Q2 2021 | $629,000 | +46.3% | 24,693 | +45.4% | 0.02% | +30.8% |
| Q1 2021 | $430,000 | -5.9% | 16,983 | -5.7% | 0.01% | -13.3% |
| Q4 2020 | $457,000 | -1.9% | 18,010 | -5.2% | 0.02% | -6.2% |
| Q3 2020 | $466,000 | +5.7% | 19,006 | +3.3% | 0.02% | -5.9% |
| Q2 2020 | $441,000 | +18.2% | 18,397 | +10.9% | 0.02% | -5.6% |
| Q1 2020 | $373,000 | +11.0% | 16,596 | +28.9% | 0.02% | +38.5% |
| Q4 2019 | $336,000 | +26.8% | 12,873 | +26.8% | 0.01% | +8.3% |
| Q3 2019 | $265,000 | – | 10,152 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |