INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 122 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,297 | -41.6% | 1,076 | -41.5% | 0.00% | -50.0% |
| Q1 2023 | $43,318 | +240555.6% | 1,839 | +142.6% | 0.00% | +100.0% |
| Q4 2022 | $18 | -100.0% | 758 | -71.9% | 0.00% | -75.0% |
| Q3 2022 | $62,000 | -48.3% | 2,698 | -48.6% | 0.00% | -20.0% |
| Q2 2022 | $120,000 | -86.4% | 5,248 | -85.4% | 0.01% | -79.2% |
| Q1 2022 | $881,000 | -7.7% | 35,949 | -4.8% | 0.02% | +14.3% |
| Q4 2021 | $955,000 | -8.6% | 37,742 | -8.5% | 0.02% | -25.0% |
| Q3 2021 | $1,045,000 | -18.9% | 41,265 | -18.4% | 0.03% | -20.0% |
| Q2 2021 | $1,288,000 | -17.8% | 50,574 | -18.3% | 0.04% | -16.7% |
| Q1 2021 | $1,566,000 | – | 61,910 | – | 0.04% | – |
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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% |