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 | $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% | – |
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% |