INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,687,899 | +17.4% | 241,987 | +17.4% | 0.01% | -11.1% |
Q2 2023 | $4,845,967 | +5.7% | 206,102 | +5.8% | 0.01% | 0.0% |
Q1 2023 | $4,586,537 | +26.1% | 194,730 | +24.8% | 0.01% | +28.6% |
Q4 2022 | $3,637,911 | +29.5% | 156,014 | +26.7% | 0.01% | +16.7% |
Q3 2022 | $2,809,000 | -38.7% | 123,092 | -38.2% | 0.01% | -40.0% |
Q2 2022 | $4,580,000 | +39.1% | 199,236 | -5.5% | 0.01% | +66.7% |
Q1 2022 | $3,293,000 | -36.7% | 210,850 | +2.5% | 0.01% | -40.0% |
Q4 2021 | $5,200,000 | +80.2% | 205,672 | +80.4% | 0.01% | +66.7% |
Q3 2021 | $2,886,000 | +41.7% | 113,996 | +42.5% | 0.01% | +50.0% |
Q2 2021 | $2,036,000 | +8.9% | 79,978 | +8.1% | 0.00% | 0.0% |
Q1 2021 | $1,870,000 | +4.2% | 73,963 | +4.6% | 0.00% | -20.0% |
Q4 2020 | $1,795,000 | -1.9% | 70,732 | -5.2% | 0.01% | 0.0% |
Q3 2020 | $1,830,000 | -32.1% | 74,607 | -33.7% | 0.01% | -44.4% |
Q2 2020 | $2,697,000 | -15.9% | 112,524 | -21.2% | 0.01% | -30.8% |
Q1 2020 | $3,208,000 | – | 142,839 | – | 0.01% | – |
Download |
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% |