INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 93 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |