WFA of San Diego, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 145 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$115,763
-0.0%
4,9250.0%0.12%
+5.3%
Q2 2023$115,787
-65.6%
4,925
-65.9%
0.11%
-55.8%
Q4 2022$336,876
-13.6%
14,452
-15.5%
0.26%
-26.5%
Q3 2022$390,000
-6.7%
17,112
-6.1%
0.35%
-2.0%
Q2 2022$418,000
-22.0%
18,230
-16.7%
0.36%
-12.3%
Q1 2022$536,000
+74.6%
21,889
+80.2%
0.41%
+129.2%
Q4 2021$307,00012,1500.18%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2022
NameSharesValueWeighting ↓
Crescent Capital Consulting, LLC 863,246$21,837,0003.60%
IMA Wealth, Inc. 561,925$14,211,0003.14%
Mirador Capital Partners LP 495,650$12,535,0002.64%
Ironwood Financial, llc 367,637$9,298,0002.55%
Straight Path Wealth Management 113,861$2,880,0002.51%
Harrison & Co Wealth Management, LLC 116,766$2,953,0002.49%
SFE Investment Counsel 339,729$8,592,0002.21%
Vista Private Wealth Partners. LLC 206,336$5,218,0001.99%
S.E.E.D. Planning Group LLC 180,196$4,557,0001.98%
GILL CAPITAL PARTNERS, LLC 170,720$4,317,0001.91%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders