INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,285,962 | -14.2% | 56,131 | -14.1% | 0.10% | -18.8% |
| Q1 2024 | $1,499,348 | +2.6% | 65,331 | +1.6% | 0.12% | +11.4% |
| Q4 2023 | $1,461,109 | +59.4% | 64,281 | +57.6% | 0.10% | +36.4% |
| Q3 2023 | $916,757 | +96.6% | 40,781 | +97.2% | 0.08% | +92.5% |
| Q2 2023 | $466,356 | +20.0% | 20,681 | +19.7% | 0.04% | +11.1% |
| Q1 2023 | $388,477 | – | 17,281 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 580,504 | $13,194,864 | 7.83% |
| BANTA ASSET MANAGEMENT LP | 188,435 | $4,283,128 | 5.10% |
| Mirador Capital Partners LP | 921,758 | $20,951,552 | 4.44% |
| Oder Investment Management, LLC | 128,206 | $2,914,128 | 2.88% |
| Ironwood Financial, llc | 468,499 | $10,648,979 | 2.58% |
| FF Advisors,LLC | 136,002 | $3,091,332 | 2.57% |
| Horizons Wealth Management | 130,894 | $2,975,225 | 1.95% |
| Legacy Financial Group LLC | 18,831 | $428,000 | 1.94% |
| SFE Investment Counsel | 281,300 | $6,393,949 | 1.66% |
| PRIVATE CLIENT SERVICES, LLC | 82,410 | $1,873,179 | 1.54% |