INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 3 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,047 | -0.5% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,068 | +1.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,028 | +1.2% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,982 | -0.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -63.6% | 180 | -61.0% | 0.00% | -75.0% |
| Q1 2022 | $11,000 | -8.3% | 462 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 462 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $12,000 | 0.0% | 462 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | – | 462 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
| WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
| Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
| Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
| Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
| AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
| Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
| Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |