INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,231 | -0.1% | 180 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4,234 | -0.0% | 180 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4,236 | +1.0% | 180 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4,196 | +4.9% | 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 | -60.4% | 0.00% | -75.0% |
Q1 2022 | $11,000 | -8.3% | 455 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $12,000 | 0.0% | 455 | 0.0% | 0.00% | -20.0% |
Q3 2021 | $12,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $12,000 | – | 455 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mirador Capital Partners LP | 1,686,626 | $39,652,587 | 9.40% |
Oder Investment Management, LLC | 180,035 | $4,232,624 | 4.64% |
BCS Wealth Management | 141,756 | $3,333 | 2.43% |
Blue Barn Wealth, LLC | 152,956 | $3,595,996 | 2.34% |
Denver PWM, LLC | 206,415 | $4,856,935 | 2.01% |
GILL CAPITAL PARTNERS, LLC | 202,663 | $4,764,618 | 2.00% |
Ironwood Financial, llc | 307,313 | $7,224,924 | 1.90% |
S.E.E.D. Planning Group LLC | 220,173 | $5,176,267 | 1.82% |
Masso Torrence Wealth Management Inc. | 100,711 | $2,367,712 | 1.71% |
Werba Rubin Papier Wealth Management | 201,313 | $4,732,863 | 1.64% |