INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,565 | +0.0% | 11,500 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $258,520 | +0.1% | 11,500 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $258,222 | +1.5% | 11,500 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $254,380 | +2.2% | 11,500 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $249,000 | -0.8% | 11,500 | 0.0% | 0.03% | +7.7% |
| Q2 2022 | $251,000 | -8.4% | 11,500 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $274,000 | -4.5% | 11,500 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $287,000 | +9.5% | 11,500 | +9.5% | 0.02% | +8.7% |
| Q3 2021 | $262,000 | -31.1% | 10,500 | -30.5% | 0.02% | -58.2% |
| Q2 2021 | $380,000 | – | 15,100 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |