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 | $1,230,309 | -5.0% | 54,720 | -5.0% | 0.19% | -13.5% |
| Q2 2023 | $1,294,787 | +0.7% | 57,597 | +0.6% | 0.22% | -19.2% |
| Q1 2023 | $1,285,574 | +127.1% | 57,253 | +123.7% | 0.27% | +114.5% |
| Q4 2022 | $566,051 | -1.0% | 25,590 | -3.3% | 0.12% | -27.9% |
| Q3 2022 | $572,000 | -22.3% | 26,476 | -21.7% | 0.17% | -25.2% |
| Q2 2022 | $736,000 | -28.1% | 33,795 | -21.3% | 0.23% | -4.6% |
| Q1 2022 | $1,023,000 | -23.0% | 42,949 | -19.2% | 0.24% | -22.0% |
| Q4 2021 | $1,329,000 | -10.7% | 53,184 | -10.5% | 0.31% | -12.7% |
| Q3 2021 | $1,488,000 | -37.3% | 59,428 | -37.0% | 0.35% | -44.2% |
| Q2 2021 | $2,373,000 | -3.2% | 94,282 | -3.9% | 0.63% | -12.3% |
| Q1 2021 | $2,451,000 | +892.3% | 98,137 | +856.7% | 0.72% | +545.5% |
| Q4 2020 | $247,000 | – | 10,258 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
| WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
| Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
| Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
| Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
| AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
| Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
| Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |