INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,396,228 | -10.4% | 60,944 | -12.0% | 1.25% | -22.5% |
| Q3 2023 | $1,557,617 | -5.9% | 69,289 | -5.6% | 1.61% | -0.9% |
| Q2 2023 | $1,655,148 | -16.8% | 73,399 | -17.1% | 1.63% | -21.8% |
| Q1 2023 | $1,989,795 | -22.0% | 88,514 | -23.3% | 2.08% | +6.5% |
| Q4 2022 | $2,551,538 | +0.3% | 115,402 | -1.3% | 1.95% | -14.8% |
| Q3 2022 | $2,544,000 | -3.4% | 116,946 | -2.5% | 2.29% | +1.6% |
| Q2 2022 | $2,634,000 | – | 120,004 | – | 2.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 580,504 | $13,194,864 | 7.83% |
| BANTA ASSET MANAGEMENT LP | 188,435 | $4,283,128 | 5.10% |
| Mirador Capital Partners LP | 921,758 | $20,951,552 | 4.44% |
| Oder Investment Management, LLC | 128,206 | $2,914,128 | 2.88% |
| Ironwood Financial, llc | 468,499 | $10,648,979 | 2.58% |
| FF Advisors,LLC | 136,002 | $3,091,332 | 2.57% |
| Horizons Wealth Management | 130,894 | $2,975,225 | 1.95% |
| Legacy Financial Group LLC | 18,831 | $428,000 | 1.94% |
| SFE Investment Counsel | 281,300 | $6,393,949 | 1.66% |
| PRIVATE CLIENT SERVICES, LLC | 82,410 | $1,873,179 | 1.54% |