INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 145 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,318 | -1.2% | 16,861 | -1.2% | 0.18% | -14.0% |
| Q2 2023 | $401,104 | -35.2% | 17,061 | -35.0% | 0.21% | -43.4% |
| Q1 2023 | $618,578 | -9.3% | 26,261 | -10.3% | 0.37% | -22.5% |
| Q4 2022 | $682,074 | -15.3% | 29,261 | -17.0% | 0.47% | -39.3% |
| Q3 2022 | $805,000 | -0.5% | 35,261 | 0.0% | 0.78% | +2.9% |
| Q2 2022 | $809,000 | +63.4% | 35,261 | +74.5% | 0.76% | +82.6% |
| Q1 2022 | $495,000 | – | 20,211 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |