INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,686,626 | $39,652,587 | 9.40% |
| Oder Investment Management, LLC | 180,035 | $4,232,624 | 4.64% |
| BCS Wealth Management | 141,756 | $3,333 | 2.43% |
| Blue Barn Wealth, LLC | 152,956 | $3,595,996 | 2.34% |
| Denver PWM, LLC | 206,415 | $4,856,935 | 2.01% |
| GILL CAPITAL PARTNERS, LLC | 202,663 | $4,764,618 | 2.00% |
| Ironwood Financial, llc | 307,313 | $7,224,924 | 1.90% |
| S.E.E.D. Planning Group LLC | 220,173 | $5,176,267 | 1.82% |
| Masso Torrence Wealth Management Inc. | 100,711 | $2,367,712 | 1.71% |
| Werba Rubin Papier Wealth Management | 201,313 | $4,732,863 | 1.64% |