INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 147 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |