INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,963 | -0.0% | 4,423 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $103,985 | -0.2% | 4,423 | 0.0% | 0.03% | -10.5% |
| Q1 2023 | $104,184 | +3.2% | 4,423 | 0.0% | 0.04% | -20.8% |
| Q4 2022 | $100,933 | -0.1% | 4,423 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $101,000 | -1.0% | 4,423 | 0.0% | 0.05% | -14.5% |
| Q2 2022 | $102,000 | -5.6% | 4,423 | 0.0% | 0.06% | +1.9% |
| Q1 2022 | $108,000 | -3.6% | 4,423 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $112,000 | 0.0% | 4,423 | 0.0% | 0.06% | -11.1% |
| Q3 2021 | $112,000 | 0.0% | 4,423 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $112,000 | 0.0% | 4,423 | 0.0% | 0.06% | -14.9% |
| Q1 2021 | $112,000 | 0.0% | 4,423 | 0.0% | 0.07% | -10.8% |
| Q4 2020 | $112,000 | +115.4% | 4,423 | +91.5% | 0.08% | +56.6% |
| Q1 2020 | $52,000 | – | 2,310 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crescent Capital Consulting, LLC | 863,246 | $21,837,000 | 3.60% |
| IMA Wealth, Inc. | 561,925 | $14,211,000 | 3.14% |
| Mirador Capital Partners LP | 495,650 | $12,535,000 | 2.64% |
| Ironwood Financial, llc | 367,637 | $9,298,000 | 2.55% |
| Straight Path Wealth Management | 113,861 | $2,880,000 | 2.51% |
| Harrison & Co Wealth Management, LLC | 116,766 | $2,953,000 | 2.49% |
| SFE Investment Counsel | 339,729 | $8,592,000 | 2.21% |
| Denver PWM, LLC | 206,336 | $5,218,000 | 1.99% |
| S.E.E.D. Planning Group LLC | 180,196 | $4,557,000 | 1.98% |
| GILL CAPITAL PARTNERS, LLC | 170,720 | $4,317,000 | 1.91% |