INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,632 | -14.4% | 16,449 | -14.4% | 0.26% | -12.2% |
| Q2 2023 | $451,498 | -1.9% | 19,205 | -1.7% | 0.30% | -7.5% |
| Q1 2023 | $460,295 | +1.9% | 19,541 | +0.8% | 0.32% | -4.2% |
| Q4 2022 | $451,743 | +3.1% | 19,380 | +0.9% | 0.33% | -2.1% |
| Q3 2022 | $438,000 | +52.6% | 19,209 | +53.6% | 0.34% | +59.6% |
| Q2 2022 | $287,000 | 0.0% | 12,505 | +6.8% | 0.21% | +15.8% |
| Q1 2022 | $287,000 | +2.5% | 11,712 | +5.7% | 0.18% | +5.1% |
| Q4 2021 | $280,000 | 0.0% | 11,082 | +0.3% | 0.18% | -10.7% |
| Q3 2021 | $280,000 | +9.8% | 11,049 | +10.3% | 0.20% | +13.3% |
| Q2 2021 | $255,000 | +19.7% | 10,015 | +19.2% | 0.17% | +6.8% |
| Q1 2021 | $213,000 | +104.8% | 8,403 | +110.1% | 0.16% | +84.1% |
| Q3 2019 | $104,000 | 0.0% | 4,000 | 0.0% | 0.09% | -3.3% |
| Q2 2019 | $104,000 | 0.0% | 4,000 | 0.0% | 0.09% | -3.2% |
| Q1 2019 | $104,000 | +112.2% | 4,000 | +100.0% | 0.09% | +88.0% |
| Q4 2018 | $49,000 | -5.8% | 2,000 | 0.0% | 0.05% | +8.7% |
| Q3 2018 | $52,000 | – | 2,000 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 254,225 | $6,237,000 | 3.13% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| Tri-Star Advisors Inc. | 161,491 | $4,010,000 | 2.51% |
| Mirador Capital Partners LP | 309,843 | $7,601,000 | 2.37% |
| SFE Investment Counsel | 234,122 | $5,744,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 112,791 | $2,767,000 | 2.03% |
| Pacific Wealth Strategies Group, Inc. | 112,343 | $2,756,000 | 1.45% |
| FCA CORP /TX | 137,860 | $3,382,000 | 1.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 68,310 | $1,676,000 | 0.70% |
| BCS Wealth Management | 48,977 | $1,202,000 | 0.68% |