INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 162 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $724,678 | -56.1% | 31,896 | -56.6% | 0.65% | -62.1% |
| Q3 2023 | $1,652,432 | +1692.8% | 73,494 | +1692.5% | 1.71% | +1778.0% |
| Q2 2023 | $92,168 | -95.4% | 4,100 | -95.4% | 0.09% | -95.7% |
| Q1 2023 | $2,006,678 | -24.3% | 89,368 | -25.4% | 2.10% | +3.5% |
| Q4 2022 | $2,650,286 | +2.2% | 119,814 | -0.1% | 2.03% | -13.2% |
| Q3 2022 | $2,592,000 | -5.9% | 119,887 | -5.2% | 2.34% | -1.0% |
| Q2 2022 | $2,755,000 | -9.9% | 126,422 | -1.5% | 2.36% | +1.4% |
| Q1 2022 | $3,057,000 | +3.8% | 128,349 | +8.8% | 2.33% | +35.9% |
| Q4 2021 | $2,946,000 | – | 117,941 | – | 1.71% | – |
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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% |