INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,517,029 | +21.1% | 67,472 | +21.1% | 0.01% | +12.5% |
| Q2 2023 | $1,252,688 | -2.0% | 55,725 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $1,278,170 | +15.4% | 56,924 | +13.7% | 0.01% | 0.0% |
| Q4 2022 | $1,107,847 | -8.7% | 50,083 | -10.8% | 0.01% | -20.0% |
| Q3 2022 | $1,213,000 | +1.4% | 56,118 | +2.2% | 0.01% | 0.0% |
| Q2 2022 | $1,196,000 | +48.2% | 54,893 | +62.0% | 0.01% | +66.7% |
| Q1 2022 | $807,000 | – | 33,886 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,504,280 | $56,305,988 | 12.81% |
| BANTA ASSET MANAGEMENT LP | 187,335 | $4,212,021 | 5.24% |
| Oder Investment Management, LLC | 182,666 | $4,107,038 | 4.45% |
| COLLECTIVE FAMILY OFFICE LLC | 424,245 | $9,538,687 | 3.72% |
| Kaye Capital Management | 347,523 | $7,813,663 | 3.58% |
| Ironwood Financial, llc | 500,627 | $11,256,048 | 3.02% |
| River Street Advisors LLC | 99,961 | $2,247,515 | 2.12% |
| Horizons Wealth Management | 124,625 | $2,802,045 | 2.04% |
| OLD SECOND NATIONAL BANK OF AURORA | 270,123 | $6,073,419 | 1.85% |
| SFE Investment Counsel | 273,400 | $6,147,098 | 1.79% |