INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $231,000 | -0.9% | 10,675 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $233,000 | -8.3% | 10,675 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $254,000 | -4.2% | 10,675 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $265,000 | -0.7% | 10,675 | 0.0% | 0.02% | -10.7% |
| Q3 2021 | $267,000 | -0.7% | 10,675 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $269,000 | +8.9% | 10,675 | +8.1% | 0.03% | -3.4% |
| Q1 2021 | $247,000 | -12.1% | 9,875 | -12.4% | 0.03% | -17.1% |
| Q4 2020 | $281,000 | 0.0% | 11,275 | -3.4% | 0.04% | -16.7% |
| Q3 2020 | $281,000 | -1.7% | 11,672 | -4.5% | 0.04% | -8.7% |
| Q2 2020 | $286,000 | +27.7% | 12,222 | +21.0% | 0.05% | +7.0% |
| Q1 2020 | $224,000 | -15.8% | 10,103 | -3.1% | 0.04% | 0.0% |
| Q4 2019 | $266,000 | – | 10,427 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,504,280 | $56,305,988 | 12.81% |
| BANTA ASSET MANAGEMENT LP | 187,335 | $4,212,021 | 5.24% |
| Oder Investment Management, LLC | 182,666 | $4,107,038 | 4.45% |
| COLLECTIVE FAMILY OFFICE LLC | 424,245 | $9,538,687 | 3.72% |
| Kaye Capital Management | 347,523 | $7,813,663 | 3.58% |
| Ironwood Financial, llc | 500,627 | $11,256,048 | 3.02% |
| River Street Advisors LLC | 99,961 | $2,247,515 | 2.12% |
| Horizons Wealth Management | 124,625 | $2,802,045 | 2.04% |
| OLD SECOND NATIONAL BANK OF AURORA | 270,123 | $6,073,419 | 1.85% |
| SFE Investment Counsel | 273,400 | $6,147,098 | 1.79% |