INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,695 | +1301.5% | 200 | +733.3% | 0.00% | -100.0% |
| Q2 2023 | $335 | -93.2% | 24 | 0.0% | 0.00% | -99.3% |
| Q1 2023 | $4,924 | +437.0% | 24 | +4.3% | 0.15% | +2940.0% |
| Q4 2022 | $917 | -100.0% | 23 | -80.0% | 0.01% | -96.9% |
| Q3 2022 | $4,770,000 | -0.5% | 115 | 0.0% | 0.16% | +8.1% |
| Q2 2022 | $4,795,000 | -6.4% | 115 | -8.0% | 0.15% | +3.5% |
| Q1 2022 | $5,124,000 | -22.2% | 125 | -50.0% | 0.14% | -3.4% |
| Q4 2021 | $6,586,000 | +26244.0% | 250 | -4.6% | 0.15% | +1141.7% |
| Q3 2021 | $25,000 | -83.4% | 262 | -95.5% | 0.01% | -90.8% |
| Q3 2019 | $151,000 | -33.5% | 5,786 | -33.6% | 0.13% | -30.1% |
| Q2 2019 | $227,000 | -14.0% | 8,713 | -13.9% | 0.19% | -13.1% |
| Q1 2019 | $264,000 | – | 10,117 | – | 0.21% | – |
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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% |