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 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2022
NameSharesValueWeighting ↓
Mirador Capital Partners LP 1,906,089$44,430,92910.51%
COLLECTIVE FAMILY OFFICE LLC 389,439$9,077,8174.08%
IMA Wealth, Inc. 618,357$14,413,9043.82%
GILL CAPITAL PARTNERS, LLC 298,890$6,967,1263.29%
Blue Barn Wealth, LLC 170,536$3,975,1942.62%
Ironwood Financial, llc 358,005$8,345,0972.60%
BANTA ASSET MANAGEMENT LP 74,325$1,732,5162.33%
Harrison & Co Wealth Management, LLC 98,925$2,305,9422.23%
S.E.E.D. Planning Group LLC 213,426$4,974,9602.16%
Masso Torrence Wealth Management Inc. 113,193$2,638,5302.10%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders