INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,492 | +14121.1% | 779 | -86.0% | 0.00% | -85.7% |
| Q4 2022 | $123 | -99.9% | 5,568 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $120,000 | -0.8% | 5,568 | 0.0% | 0.01% | +40.0% |
| Q2 2022 | $121,000 | -76.5% | 5,568 | -74.2% | 0.01% | -64.3% |
| Q1 2022 | $514,000 | -8.1% | 21,559 | -3.6% | 0.01% | +16.7% |
| Q4 2021 | $559,000 | -4.6% | 22,370 | -4.5% | 0.01% | -25.0% |
| Q3 2021 | $586,000 | -6.8% | 23,415 | -6.2% | 0.02% | -5.9% |
| Q2 2021 | $629,000 | -1.1% | 24,970 | -1.9% | 0.02% | 0.0% |
| Q1 2021 | $636,000 | – | 25,450 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |