INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 147 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 1,906,089 | $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% |