INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142,773 | -28.2% | 6,350 | -28.2% | 0.06% | -37.9% |
| Q2 2023 | $198,948 | -8.9% | 8,850 | -9.0% | 0.10% | -20.2% |
| Q1 2023 | $218,276 | +1.5% | 9,721 | 0.0% | 0.13% | -13.4% |
| Q4 2022 | $215,029 | -10.8% | 9,721 | -12.9% | 0.15% | -36.1% |
| Q3 2022 | $241,000 | -0.8% | 11,158 | 0.0% | 0.23% | +2.6% |
| Q2 2022 | $243,000 | -8.6% | 11,158 | +0.0% | 0.23% | +2.3% |
| Q1 2022 | $266,000 | +20.4% | 11,154 | +26.0% | 0.22% | +34.5% |
| Q4 2021 | $221,000 | – | 8,850 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
| WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
| Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
| Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
| Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
| AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
| Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
| Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |