INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 147 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |
| Denver PWM, 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% |