INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,286,188 | -36.5% | 139,808 | -36.5% | 1.27% | -30.3% |
| Q2 2023 | $5,176,267 | +4.2% | 220,173 | +4.4% | 1.82% | -5.2% |
| Q1 2023 | $4,967,939 | -0.1% | 210,908 | -1.2% | 1.92% | -11.1% |
| Q4 2022 | $4,974,960 | +19.4% | 213,426 | +16.9% | 2.16% | +10.7% |
| Q3 2022 | $4,166,000 | +25.9% | 182,564 | +26.6% | 1.95% | +30.0% |
| Q2 2022 | $3,309,000 | -19.0% | 144,249 | -13.4% | 1.50% | -13.9% |
| Q1 2022 | $4,083,000 | -10.4% | 166,576 | -7.6% | 1.74% | -12.0% |
| Q4 2021 | $4,557,000 | +4.0% | 180,196 | +4.1% | 1.98% | -4.3% |
| Q3 2021 | $4,382,000 | +9.7% | 173,046 | +10.3% | 2.07% | +5.1% |
| Q2 2021 | $3,995,000 | +5.7% | 156,855 | +5.0% | 1.97% | -5.1% |
| Q1 2021 | $3,778,000 | +14.6% | 149,324 | +15.0% | 2.07% | +4.7% |
| Q4 2020 | $3,296,000 | +19.1% | 129,854 | +15.1% | 1.98% | -2.4% |
| Q3 2020 | $2,767,000 | +21.1% | 112,791 | +18.4% | 2.03% | +13.5% |
| Q2 2020 | $2,285,000 | +33.5% | 95,299 | +25.0% | 1.79% | +7.5% |
| Q1 2020 | $1,712,000 | -11.1% | 76,259 | +3.6% | 1.66% | -0.7% |
| Q4 2019 | $1,925,000 | – | 73,640 | – | 1.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |