INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 116 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $565,978 | -8.9% | 25,206 | -10.2% | 0.50% | -26.1% |
| Q4 2022 | $620,997 | -99.9% | 28,074 | +39.9% | 0.68% | +19.2% |
| Q3 2022 | $433,935,000 | +83188.9% | 20,071 | -16.1% | 0.57% | -31.9% |
| Q2 2022 | $521,000 | -91.3% | 23,931 | -90.5% | 0.84% | -88.3% |
| Q1 2022 | $6,004,000 | -99.9% | 252,042 | -1.3% | 7.16% | +21.1% |
| Q4 2021 | $6,377,819,000 | – | 255,317 | – | 5.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |