INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 149 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. 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% | – |
Download | ||||||
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% |