INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 3 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 1,424,975 | $32,033,438 | 7.59% |
| Oder Investment Management, LLC | 174,565 | $3,924,218 | 4.30% |
| BANTA ASSET MANAGEMENT LP | 152,250 | $3,422,580 | 3.99% |
| COLLECTIVE FAMILY OFFICE LLC | 407,828 | $9,167,978 | 3.58% |
| Ironwood Financial, llc | 495,189 | $11,131,854 | 2.93% |
| S.E.E.D. Planning Group LLC | 229,930 | $5,168,826 | 1.81% |
| SFE Investment Counsel | 282,763 | $6,356,512 | 1.80% |
| Masso Torrence Wealth Management Inc. | 99,882 | $2,245,338 | 1.62% |
| Werba Rubin Papier Wealth Management | 205,973 | $4,630,281 | 1.61% |
| Sound Stewardship, LLC | 98,695 | $2,218,667 | 1.46% |