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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,517 | -10.2% | 3,383 | -10.2% | 0.00% | 0.0% |
| Q2 2023 | $88,539 | -30.0% | 3,766 | -29.8% | 0.00% | -50.0% |
| Q1 2023 | $126,443 | +0.5% | 5,368 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $125,876 | -19.8% | 5,400 | -21.5% | 0.00% | -33.3% |
| Q3 2022 | $157,000 | -1.9% | 6,878 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $160,000 | -9.6% | 6,958 | -3.6% | 0.00% | 0.0% |
| Q1 2022 | $177,000 | -22.4% | 7,218 | -20.1% | 0.00% | 0.0% |
| Q4 2021 | $228,000 | -1.3% | 9,035 | -1.0% | 0.00% | -25.0% |
| Q3 2021 | $231,000 | -32.1% | 9,123 | -31.6% | 0.00% | -33.3% |
| Q2 2021 | $340,000 | -99.9% | 13,333 | -32.1% | 0.01% | +50.0% |
| Q1 2021 | $496,790,000 | +410470.2% | 19,636 | +312.7% | 0.00% | +33.3% |
| Q4 2020 | $121,000 | +157.4% | 4,758 | +147.2% | 0.00% | +200.0% |
| Q3 2020 | $47,000 | – | 1,925 | – | 0.00% | – |
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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% |