INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 149 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. 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 ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 468,151 | $11,844,000 | 3.04% |
| Ironwood Financial, llc | 339,561 | $8,591,000 | 2.80% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| SFE Investment Counsel | 285,989 | $7,236,000 | 2.11% |
| S.E.E.D. Planning Group LLC | 149,324 | $3,778,000 | 2.07% |
| Retirement Solution Inc. | 100,271 | $2,537,000 | 1.53% |
| Pacific Wealth Strategies Group, Inc. | 133,482 | $3,377,000 | 1.42% |
| BANTA ASSET MANAGEMENT LP | 76,600 | $1,938,000 | 1.39% |
| BCS Wealth Management | 106,407 | $2,692,000 | 1.28% |
| FCA CORP /TX | 138,798 | $3,512,000 | 1.03% |