BCS Wealth Management - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$3,156
-5.3%
134,255
-5.3%
1.31%
-46.1%
Q2 2023$3,333
-4.7%
141,756
-4.5%
2.43%
+54.1%
Q1 2023$3,497
+4.9%
148,456
+3.8%
1.58%
+13.3%
Q4 2022$3,333
-99.9%
142,986
-2.7%
1.40%
-11.7%
Q3 2022$3,355,000
+0.2%
147,018
+0.7%
1.58%
+6.1%
Q2 2022$3,349,000
-8.0%
145,992
-1.7%
1.49%
-1.3%
Q1 2022$3,640,000
-7.0%
148,515
-4.0%
1.51%
+7.4%
Q4 2021$3,912,000
+15.8%
154,683
+15.9%
1.40%
-2.0%
Q3 2021$3,378,000
+21.8%
133,422
+22.5%
1.43%
-2.8%
Q2 2021$2,774,000
+3.0%
108,916
+2.4%
1.47%
+15.3%
Q1 2021$2,692,000
+9.3%
106,407
+9.7%
1.28%
-0.1%
Q4 2020$2,463,000
+104.9%
97,034
+98.1%
1.28%
+88.4%
Q3 2020$1,202,000
+19.4%
48,977
+16.7%
0.68%
+12.6%
Q2 2020$1,007,000
+8.4%
41,984
+1.5%
0.60%
-7.4%
Q1 2020$929,000
+124.9%
41,371
+161.5%
0.65%
+136.7%
Q4 2019$413,00015,8180.28%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Mirador Capital Partners LP 1,906,089$44,430,92910.51%
COLLECTIVE FAMILY OFFICE LLC 389,439$9,077,8174.08%
IMA Wealth, Inc. 618,357$14,413,9043.82%
GILL CAPITAL PARTNERS, LLC 298,890$6,967,1263.29%
Blue Barn Wealth, LLC 170,536$3,975,1942.62%
Ironwood Financial, llc 358,005$8,345,0972.60%
BANTA ASSET MANAGEMENT LP 74,325$1,732,5162.33%
Harrison & Co Wealth Management, LLC 98,925$2,305,9422.23%
S.E.E.D. Planning Group LLC 213,426$4,974,9602.16%
Masso Torrence Wealth Management Inc. 113,193$2,638,5302.10%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders