Robertson Stephens Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJR and the CUSIP is 46138J585. A total of 57 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$689,776
-1.1%
32,2250.0%0.05%
-4.1%
Q2 2023$697,349
-0.9%
32,2250.0%0.05%
-9.3%
Q1 2023$703,691
+248.4%
32,225
+241.0%
0.05%
+170.0%
Q4 2022$201,9949,4500.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
BANTA ASSET MANAGEMENT LP 78,150$1,876,0001.51%
4Thought Financial Group Inc. 24,724$594,0000.53%
Straight Path Wealth Management 15,914$382,0000.32%
WRAPMANAGER INC 24,342$584,0000.16%
Legacy Financial Group LLC 11,792$283,0000.08%
FLOW TRADERS U.S. LLC 87,775$2,107,0000.07%
Beaumont Financial Partners, LLC 15,190$365,0000.03%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19,026$457,0000.02%
Cetera Advisors LLC 34,303$824,0000.02%
Key FInancial Inc 1,080$26,0000.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders