INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,763 | -1.4% | 9,773 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $232,961 | +19.2% | 9,909 | +19.5% | 0.01% | 0.0% |
| Q1 2023 | $195,407 | +53.1% | 8,294 | +51.5% | 0.01% | +50.0% |
| Q4 2022 | $127,599 | +31.5% | 5,474 | +28.3% | 0.01% | +14.3% |
| Q3 2022 | $97,000 | -28.1% | 4,268 | -27.3% | 0.01% | 0.0% |
| Q2 2022 | $135,000 | -15.1% | 5,868 | -9.7% | 0.01% | 0.0% |
| Q1 2022 | $159,000 | -33.2% | 6,501 | -31.0% | 0.01% | -22.2% |
| Q4 2021 | $238,000 | -2.5% | 9,415 | -2.4% | 0.01% | 0.0% |
| Q3 2021 | $244,000 | -1.2% | 9,644 | -0.9% | 0.01% | -10.0% |
| Q2 2021 | $247,000 | +5.1% | 9,727 | +4.9% | 0.01% | +42.9% |
| Q1 2021 | $235,000 | +2.6% | 9,275 | +2.0% | 0.01% | -22.2% |
| Q4 2020 | $229,000 | +60.1% | 9,092 | +54.5% | 0.01% | +28.6% |
| Q3 2020 | $143,000 | +5.9% | 5,883 | +3.5% | 0.01% | -12.5% |
| Q2 2020 | $135,000 | -2.9% | 5,683 | -8.8% | 0.01% | -11.1% |
| Q1 2020 | $139,000 | -6.7% | 6,233 | +9.2% | 0.01% | +12.5% |
| Q4 2019 | $149,000 | +22.1% | 5,710 | +21.2% | 0.01% | +14.3% |
| Q3 2019 | $122,000 | 0.0% | 4,710 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $122,000 | 0.0% | 4,710 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $122,000 | +6.1% | 4,710 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $115,000 | +18.6% | 4,710 | +27.0% | 0.01% | +50.0% |
| Q3 2018 | $97,000 | +36.6% | 3,710 | +34.4% | 0.01% | 0.0% |
| Q2 2018 | $71,000 | – | 2,760 | – | 0.01% | – |
Download | ||||||
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% |