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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |