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 | $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% | – |
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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% |