INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 118 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. 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 ↓ |
|---|---|---|---|
| Crescent Capital Consulting, LLC | 863,246 | $21,837,000 | 3.60% |
| IMA Wealth, Inc. | 561,925 | $14,211,000 | 3.14% |
| Mirador Capital Partners LP | 495,650 | $12,535,000 | 2.64% |
| Ironwood Financial, llc | 367,637 | $9,298,000 | 2.55% |
| Straight Path Wealth Management | 113,861 | $2,880,000 | 2.51% |
| Harrison & Co Wealth Management, LLC | 116,766 | $2,953,000 | 2.49% |
| SFE Investment Counsel | 339,729 | $8,592,000 | 2.21% |
| Vista Private Wealth Partners. LLC | 206,336 | $5,218,000 | 1.99% |
| S.E.E.D. Planning Group LLC | 180,196 | $4,557,000 | 1.98% |
| GILL CAPITAL PARTNERS, LLC | 170,720 | $4,317,000 | 1.91% |