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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 254,225 | $6,237,000 | 3.13% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| Tri-Star Advisors Inc. | 161,491 | $4,010,000 | 2.51% |
| Mirador Capital Partners LP | 309,843 | $7,601,000 | 2.37% |
| SFE Investment Counsel | 234,122 | $5,744,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 112,791 | $2,767,000 | 2.03% |
| Pacific Wealth Strategies Group, Inc. | 112,343 | $2,756,000 | 1.45% |
| FCA CORP /TX | 137,860 | $3,382,000 | 1.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 68,310 | $1,676,000 | 0.70% |
| BCS Wealth Management | 48,977 | $1,202,000 | 0.68% |