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 | $391,852 | -51.5% | 16,671 | -51.5% | 0.15% | -51.6% |
| Q2 2023 | $807,357 | -91.8% | 34,341 | -91.8% | 0.32% | -92.2% |
| Q1 2023 | $9,888,878 | +8.9% | 419,821 | +7.8% | 4.08% | -0.1% |
| Q4 2022 | $9,077,817 | +6.4% | 389,439 | +4.2% | 4.08% | -3.9% |
| Q3 2022 | $8,532,000 | +70.2% | 373,898 | +71.1% | 4.25% | +95.7% |
| Q2 2022 | $5,013,000 | +43.4% | 218,540 | +53.3% | 2.17% | +62.5% |
| Q1 2022 | $3,495,000 | +1.2% | 142,597 | +4.5% | 1.34% | -1.8% |
| Q4 2021 | $3,453,000 | +45.7% | 136,518 | +45.9% | 1.36% | +33.4% |
| Q3 2021 | $2,370,000 | -3.6% | 93,596 | -3.1% | 1.02% | -3.0% |
| Q2 2021 | $2,459,000 | +59.6% | 96,546 | +58.5% | 1.05% | +39.8% |
| Q1 2021 | $1,541,000 | +39.1% | 60,915 | +39.6% | 0.75% | +22.1% |
| Q4 2020 | $1,108,000 | – | 43,646 | – | 0.62% | – |
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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% |