INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,147 | +300.6% | 22,293 | +300.6% | 0.03% | +271.4% |
| Q2 2023 | $125,101 | +33.8% | 5,565 | +33.6% | 0.01% | +16.7% |
| Q1 2023 | $93,504 | +4.0% | 4,165 | +2.5% | 0.01% | +20.0% |
| Q4 2022 | $89,918 | +3.4% | 4,065 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $87,000 | -4.4% | 4,065 | -2.4% | 0.01% | +50.0% |
| Q2 2022 | $91,000 | -20.2% | 4,165 | -13.4% | 0.00% | -20.0% |
| Q1 2022 | $114,000 | -40.3% | 4,810 | -37.2% | 0.01% | -28.6% |
| Q4 2021 | $191,000 | -5.4% | 7,655 | -5.3% | 0.01% | -12.5% |
| Q3 2021 | $202,000 | +2.0% | 8,087 | +2.5% | 0.01% | 0.0% |
| Q2 2021 | $198,000 | +6.5% | 7,887 | +6.2% | 0.01% | +60.0% |
| Q1 2021 | $186,000 | +0.5% | 7,429 | 0.0% | 0.01% | -28.6% |
| Q4 2020 | $185,000 | +86.9% | 7,429 | +78.4% | 0.01% | +40.0% |
| Q3 2020 | $99,000 | +7.6% | 4,165 | +5.0% | 0.01% | 0.0% |
| Q2 2020 | $92,000 | +5.7% | 3,965 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $87,000 | +24.3% | 3,965 | +43.4% | 0.01% | +50.0% |
| Q4 2019 | $70,000 | +105.9% | 2,765 | +102.6% | 0.00% | +100.0% |
| Q3 2019 | $34,000 | 0.0% | 1,365 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | 0.0% | 1,365 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $34,000 | +9.7% | 1,365 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $31,000 | -6.1% | 1,365 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | 0.0% | 1,365 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $33,000 | – | 1,365 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |