INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $700,662 | +30.1% | 30,839 | +30.1% | 0.17% | +22.6% |
| Q1 2024 | $538,746 | +122.9% | 23,702 | +122.8% | 0.14% | +107.6% |
| Q4 2023 | $241,688 | +72.3% | 10,640 | +70.6% | 0.07% | +40.4% |
| Q3 2023 | $140,255 | +39.6% | 6,238 | +39.6% | 0.05% | +42.4% |
| Q2 2023 | $100,441 | +0.1% | 4,468 | 0.0% | 0.03% | -10.8% |
| Q1 2023 | $100,325 | +3.9% | 4,468 | 0.0% | 0.04% | -19.6% |
| Q4 2022 | $96,598 | -0.4% | 4,468 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $97,000 | -1.0% | 4,468 | 0.0% | 0.05% | -13.2% |
| Q2 2022 | $98,000 | -7.5% | 4,468 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $106,000 | -5.4% | 4,468 | 0.0% | 0.05% | -5.4% |
| Q4 2021 | $112,000 | 0.0% | 4,468 | 0.0% | 0.06% | -11.1% |
| Q3 2021 | $112,000 | 0.0% | 4,468 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $112,000 | 0.0% | 4,468 | 0.0% | 0.06% | -14.9% |
| Q1 2021 | $112,000 | +0.9% | 4,468 | 0.0% | 0.07% | -10.8% |
| Q4 2020 | $111,000 | +101.8% | 4,468 | +81.8% | 0.08% | +48.2% |
| Q1 2020 | $55,000 | – | 2,458 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,424,975 | $32,033,438 | 7.59% |
| Oder Investment Management, LLC | 174,565 | $3,924,218 | 4.30% |
| BANTA ASSET MANAGEMENT LP | 152,250 | $3,422,580 | 3.99% |
| COLLECTIVE FAMILY OFFICE LLC | 407,828 | $9,167,978 | 3.58% |
| Ironwood Financial, llc | 495,189 | $11,131,854 | 2.93% |
| S.E.E.D. Planning Group LLC | 229,930 | $5,168,826 | 1.81% |
| SFE Investment Counsel | 282,763 | $6,356,512 | 1.80% |
| Masso Torrence Wealth Management Inc. | 99,882 | $2,245,338 | 1.62% |
| Werba Rubin Papier Wealth Management | 205,973 | $4,630,281 | 1.61% |
| Sound Stewardship, LLC | 98,695 | $2,218,667 | 1.46% |