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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $865,215 | +1.1% | 36,810 | +1.2% | 0.70% | +1.9% |
| Q2 2023 | $855,506 | -17.1% | 36,389 | -17.0% | 0.68% | -20.0% |
| Q1 2023 | $1,032,359 | +25.1% | 43,828 | +23.8% | 0.85% | +14.9% |
| Q4 2022 | $825,000 | +34.8% | 35,402 | +31.9% | 0.74% | +23.4% |
| Q3 2022 | $612,000 | -0.8% | 26,832 | -0.2% | 0.60% | +4.0% |
| Q2 2022 | $617,000 | -13.5% | 26,886 | -7.6% | 0.58% | -8.5% |
| Q1 2022 | $713,000 | -3.0% | 29,085 | +0.1% | 0.63% | +6.6% |
| Q4 2021 | $735,000 | +15.4% | 29,068 | +15.5% | 0.59% | +7.4% |
| Q3 2021 | $637,000 | +10.6% | 25,160 | +11.2% | 0.55% | +6.6% |
| Q2 2021 | $576,000 | +7.7% | 22,627 | +7.0% | 0.52% | +0.6% |
| Q1 2021 | $535,000 | – | 21,144 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 254,225 | $6,237,000 | 3.13% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| Tri-Star Advisors Inc. | 161,491 | $4,010,000 | 2.51% |
| Mirador Capital Partners LP | 309,843 | $7,601,000 | 2.37% |
| SFE Investment Counsel | 234,122 | $5,744,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 112,791 | $2,767,000 | 2.03% |
| Pacific Wealth Strategies Group, Inc. | 112,343 | $2,756,000 | 1.45% |
| FCA CORP /TX | 137,860 | $3,382,000 | 1.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 68,310 | $1,676,000 | 0.70% |
| BCS Wealth Management | 48,977 | $1,202,000 | 0.68% |