INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,153,003 | -1.9% | 176,686 | -1.9% | 4.50% | -3.0% |
| Q2 2023 | $4,232,624 | +12.4% | 180,035 | +9.1% | 4.64% | +4.9% |
| Q3 2022 | $3,765,000 | +1.8% | 164,994 | +9.4% | 4.42% | +5.2% |
| Q1 2022 | $3,697,000 | +78.5% | 150,848 | +84.8% | 4.20% | +107.0% |
| Q4 2020 | $2,071,000 | – | 81,638 | – | 2.03% | – |
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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% |