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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,131,793 | -0.2% | 133,239 | -0.1% | 0.21% | +3.4% |
| Q2 2023 | $3,137,160 | +0.2% | 133,439 | +0.4% | 0.21% | -2.4% |
| Q1 2023 | $3,130,601 | -4.0% | 132,906 | -5.0% | 0.21% | -8.2% |
| Q4 2022 | $3,260,719 | +19.7% | 139,885 | +17.2% | 0.23% | +14.4% |
| Q3 2022 | $2,724,000 | +28.2% | 119,364 | +28.9% | 0.20% | +30.3% |
| Q2 2022 | $2,125,000 | +18.0% | 92,613 | +26.1% | 0.16% | +28.1% |
| Q1 2022 | $1,801,000 | +796.0% | 73,461 | +797.6% | 0.12% | +348.1% |
| Q3 2020 | $201,000 | -83.5% | 8,184 | -83.8% | 0.03% | -84.6% |
| Q2 2020 | $1,215,000 | +6.9% | 50,653 | 0.0% | 0.18% | -2.2% |
| Q1 2020 | $1,137,000 | – | 50,653 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crescent Capital Consulting, LLC | 863,246 | $21,837,000 | 3.60% |
| IMA Wealth, Inc. | 561,925 | $14,211,000 | 3.14% |
| Mirador Capital Partners LP | 495,650 | $12,535,000 | 2.64% |
| Ironwood Financial, llc | 367,637 | $9,298,000 | 2.55% |
| Straight Path Wealth Management | 113,861 | $2,880,000 | 2.51% |
| Harrison & Co Wealth Management, LLC | 116,766 | $2,953,000 | 2.49% |
| SFE Investment Counsel | 339,729 | $8,592,000 | 2.21% |
| Denver PWM, LLC | 206,336 | $5,218,000 | 1.99% |
| S.E.E.D. Planning Group LLC | 180,196 | $4,557,000 | 1.98% |
| GILL CAPITAL PARTNERS, LLC | 170,720 | $4,317,000 | 1.91% |