INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,950 | +0.0% | 24,015 | 0.0% | 0.09% | -2.2% |
| Q2 2023 | $539,857 | +0.1% | 24,015 | 0.0% | 0.09% | -4.2% |
| Q1 2023 | $539,236 | +1.5% | 24,015 | 0.0% | 0.10% | -3.0% |
| Q4 2022 | $531,212 | +2.4% | 24,015 | 0.0% | 0.10% | -7.5% |
| Q3 2022 | $519,000 | -0.8% | 24,015 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $523,000 | -8.6% | 24,015 | 0.0% | 0.11% | +1.0% |
| Q1 2022 | $572,000 | -4.7% | 24,015 | 0.0% | 0.10% | -4.5% |
| Q4 2021 | $600,000 | +71.4% | 24,015 | +71.7% | 0.11% | +52.8% |
| Q3 2021 | $350,000 | – | 13,983 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |