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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,588,579 | -0.2% | 152,673 | -0.2% | 2.36% | +0.9% |
| Q2 2023 | $3,595,996 | -2.7% | 152,956 | -2.5% | 2.34% | +2.0% |
| Q1 2023 | $3,695,073 | -7.0% | 156,870 | -8.0% | 2.29% | -12.5% |
| Q4 2022 | $3,975,194 | +157.3% | 170,536 | +151.8% | 2.62% | +137.9% |
| Q3 2022 | $1,545,000 | -0.5% | 67,714 | 0.0% | 1.10% | -7.6% |
| Q2 2022 | $1,553,000 | -6.4% | 67,714 | 0.0% | 1.19% | +3.6% |
| Q1 2022 | $1,660,000 | -3.0% | 67,714 | 0.0% | 1.15% | -0.7% |
| Q4 2021 | $1,712,000 | – | 67,714 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |