INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,856,935 | +3.6% | 206,415 | +3.6% | 2.01% | -2.6% |
| Q1 2023 | $4,690,034 | +16.2% | 199,279 | +15.1% | 2.06% | +7.8% |
| Q4 2022 | $4,035,214 | -14.9% | 173,111 | -16.0% | 1.91% | -27.6% |
| Q3 2022 | $4,741,000 | -6.6% | 206,128 | -6.1% | 2.64% | +10.6% |
| Q2 2022 | $5,074,000 | -8.2% | 219,422 | -2.7% | 2.39% | +8.7% |
| Q1 2022 | $5,525,000 | +5.9% | 225,513 | +9.3% | 2.20% | +10.2% |
| Q4 2021 | $5,218,000 | +0.3% | 206,336 | +0.4% | 1.99% | -7.3% |
| Q3 2021 | $5,203,000 | -0.2% | 205,480 | +0.4% | 2.15% | -1.6% |
| Q2 2021 | $5,215,000 | +15.6% | 204,667 | +11.3% | 2.18% | -17.1% |
| Q1 2021 | $4,512,000 | -9.4% | 183,912 | -6.3% | 2.63% | +6.3% |
| Q4 2020 | $4,981,000 | +10.4% | 196,327 | +6.8% | 2.48% | -5.7% |
| Q3 2020 | $4,512,000 | +26.5% | 183,912 | +23.6% | 2.63% | +20.7% |
| Q2 2020 | $3,567,000 | +74.0% | 148,792 | +60.1% | 2.18% | +44.7% |
| Q1 2020 | $2,050,000 | – | 92,908 | – | 1.50% | – |
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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% |