INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 130 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
| WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
| Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
| Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
| Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
| AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
| Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
| Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |