INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 122 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,975 | -6.2% | 38,629 | -6.2% | 0.96% | -3.4% |
| Q2 2023 | $967,954 | +8.6% | 41,172 | +8.8% | 0.99% | -2.6% |
| Q1 2023 | $891,392 | +205.4% | 37,843 | +202.3% | 1.02% | +160.1% |
| Q4 2022 | $291,841 | -93.3% | 12,520 | -92.8% | 0.39% | -74.3% |
| Q4 2021 | $4,370,000 | +2.9% | 172,799 | +3.1% | 1.52% | -3.1% |
| Q3 2021 | $4,245,000 | +24.1% | 167,641 | +24.8% | 1.57% | +20.0% |
| Q2 2021 | $3,421,000 | +1.3% | 134,314 | +0.6% | 1.31% | -7.6% |
| Q1 2021 | $3,377,000 | +5.7% | 133,482 | +6.1% | 1.42% | +2.7% |
| Q4 2020 | $3,194,000 | +15.9% | 125,765 | +11.9% | 1.38% | -4.7% |
| Q3 2020 | $2,756,000 | +182.1% | 112,343 | +175.9% | 1.45% | +166.7% |
| Q2 2020 | $977,000 | +27.9% | 40,726 | +19.7% | 0.54% | +4.2% |
| Q1 2020 | $764,000 | +208.1% | 34,033 | +258.2% | 0.52% | +280.3% |
| Q4 2019 | $248,000 | +11.7% | 9,500 | +11.8% | 0.14% | 0.0% |
| Q3 2019 | $222,000 | – | 8,500 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,686,626 | $39,652,587 | 9.40% |
| Oder Investment Management, LLC | 180,035 | $4,232,624 | 4.64% |
| BCS Wealth Management | 141,756 | $3,333 | 2.43% |
| Blue Barn Wealth, LLC | 152,956 | $3,595,996 | 2.34% |
| Denver PWM, LLC | 206,415 | $4,856,935 | 2.01% |
| GILL CAPITAL PARTNERS, LLC | 202,663 | $4,764,618 | 2.00% |
| Ironwood Financial, llc | 307,313 | $7,224,924 | 1.90% |
| S.E.E.D. Planning Group LLC | 220,173 | $5,176,267 | 1.82% |
| Masso Torrence Wealth Management Inc. | 100,711 | $2,367,712 | 1.71% |
| Werba Rubin Papier Wealth Management | 201,313 | $4,732,863 | 1.64% |