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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $478,638 | -5.8% | 20,534 | -7.7% | 0.10% | -31.4% |
| Q3 2022 | $508,000 | -7.3% | 22,256 | -6.8% | 0.15% | -10.5% |
| Q2 2022 | $548,000 | -25.3% | 23,892 | -20.3% | 0.17% | -1.2% |
| Q1 2022 | $734,000 | -22.8% | 29,960 | -20.3% | 0.17% | -21.7% |
| Q4 2021 | $951,000 | -9.9% | 37,595 | -9.8% | 0.22% | -12.0% |
| Q3 2021 | $1,056,000 | -42.8% | 41,690 | -42.5% | 0.25% | -49.1% |
| Q2 2021 | $1,845,000 | -3.7% | 72,456 | -4.3% | 0.49% | -12.7% |
| Q1 2021 | $1,915,000 | +10.2% | 75,696 | +6.9% | 0.56% | -28.6% |
| Q4 2020 | $1,737,000 | – | 70,808 | – | 0.79% | – |
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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% |