INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 122 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,921,000 | -9.7% | 78,368 | -6.9% | 0.31% | +18.1% |
| Q4 2021 | $2,128,000 | +3.7% | 84,134 | +3.8% | 0.26% | -0.8% |
| Q3 2021 | $2,052,000 | +27.1% | 81,031 | +27.9% | 0.26% | +21.3% |
| Q2 2021 | $1,614,000 | +8.9% | 63,356 | +8.6% | 0.22% | -34.7% |
| Q1 2021 | $1,482,000 | +15.2% | 58,356 | +15.1% | 0.33% | -7.3% |
| Q4 2020 | $1,287,000 | +9.1% | 50,705 | +6.0% | 0.36% | -8.2% |
| Q3 2020 | $1,180,000 | +16.8% | 47,841 | +13.6% | 0.39% | -12.8% |
| Q2 2020 | $1,010,000 | +28.5% | 42,112 | +20.4% | 0.45% | +4.0% |
| Q1 2020 | $786,000 | – | 34,988 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |