INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,722,000 | +3.7% | 68,109 | +3.9% | 0.13% | -5.9% |
| Q3 2021 | $1,660,000 | +2.5% | 65,574 | +3.1% | 0.14% | +31.1% |
| Q2 2021 | $1,620,000 | +5.4% | 63,623 | +4.7% | 0.10% | -7.2% |
| Q1 2021 | $1,537,000 | +7.8% | 60,751 | +8.2% | 0.11% | -6.7% |
| Q4 2020 | $1,426,000 | +2.2% | 56,169 | -1.2% | 0.12% | -15.0% |
| Q3 2020 | $1,395,000 | +8.4% | 56,864 | +5.9% | 0.14% | -20.5% |
| Q2 2020 | $1,287,000 | +2.1% | 53,680 | -4.4% | 0.18% | -3.3% |
| Q1 2020 | $1,261,000 | – | 56,143 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |